If you’re looking 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.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Audit Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. Unlike others who offer to go “with” you to an audit, we will go in your place.

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We provide comprehensive bookkeeping services for small businesses. The service includes free pick up and delivery of client’s bookkeeping materials and supporting documents for preparation in our office. Our clients don’t spend their time preparing ANYTHING for us-they just give it to our courier and the completed bookkeeping and financial statements will be delivered back to them when done.

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Business Consulting

Our 30+ years of working closely with local businesses puts us in a unique position to understand the many decisions all owners are faced with at one time or another. We offer our consultation at NO CHARGE as a service to our bookkeeping clients.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. We are also available to set up Corporations, LLC’s, or Partnerships and file all necessary forms both Federal and State.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. Of course we prepare and file all monthly and quarterly payroll tax forms, as well as Employee W-2 forms at year end.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

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 and vice versa. Not all tax planning opportunities are readily apparent. 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.

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Call today to schedule a free appointment!