Services

We carry a wide range of services to suit a variety of budgets and needs. Our most popular services are shown below. Please call for more information on services, and custom options.

Tax Preparation

We provide a proactive, personalized guidance to your tax research, planning and preparation needs. Whether your needs are for your individual taxes, business taxes, estates and trust, or not-for-profit organization our goal remains the same: To make sure you are taking maximum advantage of every opportunity and are complying with every rule—no matter how recent or obscure. We understand and assess how each component of your tax plan affects the entire picture. This will help you develop an in-depth tax strategy that captures every possible opportunity on savings for your local, state, and federal taxes.

Tax Planning

Tax planning is an important component for your overall financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. Tax planning should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming y

Payroll Services

Because no two businesses are exactly alike, we offer a variety of submission and delivery options to match your business’s needs and management style. We also provide all payroll tax filings that accompany the weekly payroll.

Financial Statements

We can provide your company with compiled financial statements for your individual and banking needs.

Bookkeeping Services

Let us help you get your books in order. Whether you have a shoebox of receipts or your own accounting software, we can help to maintain either system and all those in between.

QuickBooks Training

Need assistance with QuickBooks? Let us help you and your staff learn the proper use of QuickBooks, from payroll to general bookkeeping.