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We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

  • Accounting Services
  • Bookkeeping/Write-up
  • Tax Management Services
  • IRS Representation
  • Estate and Trust Planning and Tax Preparation
  • Consulting Services



    Accounting Services
    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

    These services include but are not limited to:
    - General ledger and financial statement preparation
    - Bookkeeping (Monthly, quarterly, or annual)
    - Accounting system setup and support
    - Payroll processing
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation
    - Litigation support

    Bookkeeping/Write-up
    Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

    Tax Management Services
    We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

    IRS Representation
    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

    Estate and Trust Planning and Tax Preparation
    Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

    Consulting Services
    Consulting Services We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.