Our Services

Thank you inquiring about services. We provide professional tax, accounting, bookkeeping and business consulting services to the highest quality and value…value that is measured by our ability to respond to our client’s needs quickly, competently and cost-effectively.

Many of our clients take advantage of our up-to-date estate and trust tax planning, buy/sell agreement analysis, planning for the transfer of business and personal assets to the next generation, and full charge bookkeeping services.

We can help you with Preparation of your Tax Returns:

  • Individual Federal and State Tax Returns
  • Corporate and Partnership Tax Returns
  • Estate, Gift and Trust Federal and State Tax Returns
  • Not For Profit Federal Tax Returns

Have you been contacted by the Internal Revenue Service? We can help with:

  • An assessment letter from the Internal Revenue Service
  • Set up an Installment Agreement or Offer in Compromise plan to pay an outstanding tax liability
  • Complete and File back tax returns to bring you into compliance with IRS filings.
  • Audit Representation before the IRS and State Tax Authorities

We provide offsite and onsite Bookkeeping Services:

  • We are QuickBooks Pro Advisors and provide full charge bookkeeping services
  • Provide QuickBooks training to you and your staff
  • Prepare payroll tax returns including quarterly reports and annual W-2 forms
  • Prepare State Sales Tax Returns
  • Prepare annual Form 1099 forms.

Does your lender or bonding company require Financial Statements?

  • We prepare Review and Compilation Financial Statements
  • We passed our 2014 Peer Review, receiving the highest designation available from the AICPA's National Peer Review Committee