As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

*Tax planning - Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We offer preparation services in all of the following areas:

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

We are prepared to represent you should the need arise for any of the Taxing authorities.

Our expertise can help guide you in complex tax areas such as divorce and support issues and buying/selling a business.

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

*General ledger and financial statement preparation - we can assist you in the preparation of your financial statements in acordance with professional standards but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

*Bookkeeping (Monthly/Quarterly/Annual) Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

*Accounting system setup for new businesses - chosing the appropriate software and determining how best to set it up is a challenging task. Done properly, the accounting system can provide you with valuable management tools for your business. We have the expertise that will enhance your ability to capitalize on your investment in a computerized accounting system.

*Computerized payroll services - as a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

*Business tax return preparation (Sales & Use/Business Property). Frequently changing laws are a challenge for your business to manage. We can save you the hassle of penalty and interest problems by overseeing the preparation of all business tax filings.

*Personal financial statements

*Litigation support

*Accounting software selection and implementation - with the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fit your needs. More importantly, we can help you design the setup to capture valuable business information that will help you navigate as you move forward.

*Financial forecasts and projections - Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in determining and achieving your company's financial goals.

*Type of entity selection - what options are available to you, what are the legal and tax ramifications of each choice

*Financial & retirement decisions - A properly structured financial plan enables you to face any financial challenge that may present itelf at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

*Estate, trust & gift planning - effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Other services - we can also assist you with business valuations, buying/selling a business, or selecting the appropriate computer systems.