Services We Offer

Small Business

• Business Planning
• Financial Analysis
• Payroll Services
• Bookkeeping Services
• Financial Statement Preparation
• Tax Advice and Preparation
• QuickBooks integration, training and reconciliation
• Counsel on compliance issues

Individual

• Tax preparation
• Electronic tax filing
• Quarterly summarized individual tax estimates
• Compliance and reporting of trusts and estates to assess and minimize tax consequences.

We also work in tandem with other professionals involved in our clients' financial dealings (attorneys, financial planners, etc.) to provide clear and complete financial analysis and direction for our clients.

Next Steps...

Do we sound right for you? If so, let's get together and discuss your needs in greater detail. Visit the Contacts page and give us a call or send us an e-mail. We look forward to getting to know you.. and your business.