Services Offered

Accounting Services

Our firm offers a complete range of accounting services including audits, reviews & compilations, preparation of financial statements,  bookkeeping, accounting systems setups, payroll services, sales tax returns and personal financial services.


Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. We can do this for you on a monthly, quarterly or annual basis.

Audits, Reviews and Compilations

Our firm views our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review- some analytical procedures conducted with limited assurance
  • Compilation-based upon client information provided and used primarily for internal use

Financial Statements

Our firm prepares professional, Generally Accepted Accounting Principles (GAAP) compliant financial statements as well as customized financial analysis that can help business owners and managers eliminate inefficiency and realize a business’ full profit potential.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns for individuals, all business entities, estates, trusts and nonprofit organizations.

IRS Representation

Our firm will help in tax problem areas, such as IRS/State audit representation, non-filed tax returns, back taxes, liens & levies and payment plans. We make sure that our clients are being properly represented before the various federal and state tax agencies.

Tax Planning/Projections

Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax strategies that take advantage of the latest tax laws and legislation.

Consulting Services

Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Buying & Selling a Business

Our firm has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.

Business Valuations

Our firm can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. We produce cost-effective business valuation services, quickly and efficiently.

Estate Planning

Our firm offers estate planning services that will help with the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Payroll Service

Our firm provides a comprehensive payroll service that is customized for your specific needs—giving you flexible personalized service from our knowledgeable staff. You will receive all the payroll reports you need to run your business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.

Sales Tax Services

Our firm can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Quickbooks Training

Our firm will train you and your staff on Quickbooks. We can start with getting you up and running and continue on with banking and credit cards, accounts payable, accounts receivable, payroll processing and other advanced procedures

Notary Services available for clients