Services

We offer an array of bookkeeping, accounting and tax related services. Each client relationship is somewhat unique, as we tailor our services to meet your individual needs and expectations. Since this is an interactive process, we encourage you to call or meet with us to develop an arrangement that meets those needs.

Tax Services

  • Individual, LLC, Corporate, S Corporation, Partnership, Estate and Trust Federal & state income tax return preparation
  • Estate & gift tax return preparation and planning
  • Tax exempt organization tax return preparation
  • Payroll tax return preparation
  • Sales tax return preparation
  • Employee benefit plan return preparation
  • Entity selection
  • IRS representation

Accounting Services

  • Bookkeeping (monthly, quarterly, annual)
  • Compiled financial statements
  • Accounting system setup

Other Services

  • Retirement planning
  • Estate planning
  • Forensic accounting
  • Investment review
  • Notary Public