SERVICES
PERSONAL TAX PREPARATION
Tax laws can change dramatically from year-to-year. Our team anticipates the changes and will assist you to plan accordingly. We will analyze your needs and create strategies to maximize your tax situation. Our firm has experience with multistate tax preparation, sales and use tax, rooms and meals, real estate transfer, land gains and all payroll related taxes.
FINANCIAL STATEMENT REPORTS
Stockholders, creditors and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Our firm provides Audit, Review and Compilation assurance and will assist you in selecting the correct type of reporting for your needs. We will work with you to understand each type of report and help you choose the most appropriate one for your needs.
​
ACCOUNTING SERVICES
Our firm works with over 700 small businesses (including sole-proprietors) and in industries such as retail, professional wholesale/distribution, and technical services. We have companies with whom we have worked with for 30 years to newer companies who are just starting to build their business. Not only can our accounting service team find a solution that works for your busy lifestyle but we have the ability to centralize all your accounting needs within one firm.
​
We offer personalized accounting services ranging from weekly, monthly, quarterly bookkeeping to year-end preparation of W-3/W-2 and Forms 1096/1099.
Our payroll team supports a wide range of pay types and schedules, including direct deposit, tax filings, complete compliance and more. Most tax payments are pre-funded in conjunction with each payroll run. We handle compliance reporting and you will have on-demand access to the reports you need to run your business efficiently.
CONSULTING
We are able to provide strategic planning on matters ranging from business acquisitions to retirement and college cost planning. We enjoy brainstorming to find the best opportunity or solution. We will assist you in consolidating the information on any of the following topics so that you can have a manageable discussion and plan of action.
​
Borrowing requests and negotiation
Business sales and purchases
Business valuations
Real estate investment
Budgeting
Business planning
Chart of Account Setup
On demand controllership
Personal financial planning
Expert witness support for attorneys
Financial aspects of marriage and divorce
Accounting personnel recruitment
Appeal and Audit representation