Financial Statement Services

Preparation of audited, reviewed, and compiled financial statements for:
• Businesses
• Not-For-Profit Organizations
• Individuals

Accounting Services

• Controllership functions
• Bookkeeping and write-up services

Tax Services

Preparation of federal and state income tax returns for:
• Corporations
• Partnerships
• Limited Liability Companies
• Estates & Trusts
• Pension Plans
• Individuals

Tax Planning

We provide year-round tax planning advice to our clients. We assist in developing income tax projections based on the continually changing IRS regulations and assist in maximizing any income tax benefits available.

QuickBooks ProAdvisor

We have a Certified QuickBooks ProAdvisor on staff in our office. We can provide setup, training, and operating assistance to new and current QuickBooks users.

Business Planning

We assist in determining the proper structure for a business, whether corporation, S-corporation, partnership, limited liability company, or sole proprietorship. We assist new businesses with registering for a Federal Identification Number and with registration with the various governmental agencies required to begin the payroll process. We can assist in determining the financing needs of any business venture and assist in the preparation of projected financial statements when required by a financial lender.

Buy/Sell Planning

We can assist in negotiations for the purchase or sale of a business. We can provide a business valuation to assist in determining the appropriate buy/sell price level. We also provide assistance in valuing a business for purposes of succession planning.