Services

If your’re looging for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

What we offer

ACCOUNTING SOFTWARE STRATEGY

FINANCIAL STATEMENTS

IRS REPRESENTATION

RETIREMENT PLANNING

TAX COMPLIANCE & PREPARATION

SALES TAX SERVICES

NOTAR PUBLIC

PAYROLL SERVICES

MANAGEMENT ADVISORY

AUDITS, REVIEWS & COMPILATIONS

How we do it

ACCOUNTING SOFTWARE STRATEGY

There is no shortage of accounting software solutions for your business. Software as a service (SaaS) and other technological innovations are adding more dimensions to technology decisions.

Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial.

TaX COMPLIANCE & PREPARATION

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status.By having us on your team, you are more likely to benefit from those opportunities.

We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

AUDITS, REVIEWS & COMPILATIONS

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.