Accounting Services
Accurate financial information is the keystone to any successful business and we are committed to providing meaningful, and well organized financial records. This information ensures your business will run in an efficient and cost effective manner on a daily basis. Our firm provides a full range of accounting services that includes the following:

  1. Accounting system setup for new businesses
  2. Bookkeeping on a monthly, quarterly or annual basis
  3. Personal financial statements
  4. General ledger and financial statement preparation
  5. Tax return preparation
  6. Sales & use, business property tax return

Audits, Reviews and Compilations
Constructive solutions to facilitate your company’s profitability and efficiency are vital. We provide financial reporting on all three levels of assurance:

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

Homeowner Association Tax and Audit Service
We provide audits and reviews of financial statements plus prepare tax returns for Associations throughout the area.

Critical to the successful implementation of any business are significant, well organized financial records that ensure your business will run efficiently in a cost effective manner. Our qualified staff is ready to assist you in building a secure foundation for your daily operations and tasks. We provide monthly, quarterly and annual write-ups.

Financial Statements
We provide assistance in the preparation of financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. Financial statements can be a critical instrument vital to meaningful financial decisions for the success of your business operation.

Sales Tax Services
Clients are often responsible for collecting and submitting sales tax in various locations. We offer assistance in the compilation of information and preparation of sales tax returns in a timely manner.

Tax Planning and Preparation
Tax planning and preparation work together to make you as an individual, or a business owner, very successful. Our experienced and caring staff can develop strategies which take advantage of the latest tax laws and legislation plus make projections for future and continuing growth and achievement. We file your returns electronically.

IRS Representation
We have years of experience dealing with many taxing authorities and competently represent our clients before the various federal and state tax agencies.

Business Entity Selection
We can assist you in determining the pluses and minuses of each entity type. Whether you decide to form an “S” Corporation, Limited Liability Corporation, or a sole proprietorship, we will show you the tax implications, positive or negative. Selecting the most advantageous structure for your business is a vital step on the road to success.

Estate and Trust Tax Preparation
Critical to the protection of your beneficiaries, effective estate and gift planning can be a vital part of getting your financial affairs in order. Our guidance can simplify this complex process and ensure security to the surviving spouse as well as provide business continuity and succession of ownership. It’s important to include maximum flexibility mechanisms to respond to future tax, societal and beneficiary changes.

Financial Planning
Let us be your architect and build a financial plan that enables you to face the financial challenges that may arise at each stage of your life. We can assist you to evaluate your financial needs and construct goals to maximize your financial security.