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Our Services

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   Please see "About Us" and explore our service areas. 

Tax Preparation Services

Individual Tax Preparation & Planning

Tax returns and filing instructions have been prepared for 100's of individual clients each year.

Business Tax Return Preparation & Planning

100's of various small to medium sized business tax returns are prepared each year.

Tax Planning

Long term, annual and quarter or mid year tax planning and tax forecasting services.

Accounting Services

Accounting & Financial Statement Preparation

Monthly, quarterly and year-end Balance sheet, Operating Statements (P&L's), and Cash Flow Statements are prepared accurately and timely for a broad range of small to medium business clients.

Payroll Services

Total payroll services for small to medium businesses or recommedation for selection of outside Payroll Service Provider and assistance with setup and or periodic processing.

Bookkeeping & Other Admin Services

Complete bookkeeping services for small to medium sized businesses. We can also provide AP, AR and other admin functions as requested (Soup to Nuts).

Other Services

Financial Planning

Financial Planning for future goals.

Business Valuations

Establishing the proper value of a small to medium business.

Consulting, Special Projects, Budgeting, Finance & Projections

Consulting, Special Projects, Budgeting, Finance & Financial Projections on a per diem basis.

Business Entity Formation & Dissolution

Business Entity Formation, Start Ups, Dissolution

Formation or restructuring and re-formation of business entities.