Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit from our personalized, quality service. Following is a list of services that we offer to our clients. As the list is by no means all-inclusive, please feel free to inquire about a service not included on the list.


Accounting Services

Accounting Services

We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records are integral to efficient operations and are fundamental to a successful business. Our firm provides a comprehensive range of accounting services, including the following:

*Accounting system setup for new businesses

*Computerized payroll services

*General ledger bookkeeping

*Financial statement preparation

Tax Services

Tax Services

We prefer a proactive approach to tax services. By keeping current on new tax laws and legislation, we are able to identify planning opportunities for our clients. Tax services offered include, but are not limited to, the following:

*Tax planning & return preparation for

   -Individuals

   -Corporations

   -Partnerships

   -Limitied liability companies

   -Estates & trusts

*Taxing authority representation

*Tax effects of buying/selling a business

 

Consulting Services

Consulting Services

We gauge our value by the personal and business successes of our clients. As a "sounding board", we can identify opportunites as well as problem areas and assist in developing effective strategies. Following is a list of a few of the areas in which we provide consulting services:

*Type of entity selection

*Accounting software selection and implementation

*Buying/selling a business

*Business succession planning

*Financial & retirement decisions

*Estate, trust & gift planning

 

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