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All Matters of Accounting and Taxation

Details Of Services:


Our firm offers a wide range of services to our individual and business clients.

Below we have listed a summary of the services that we offer to all of our clients:

  • Accounting Services

  • Accounting Software Selection & Implementation

  • Bookkeeping / Write-Up

  • Business Consulting

  • Cash Flow & Budgeting

  • Computer Consulting

  • Divorce Planning

  • Estate & Trust Tax preparation

  • Estate Planning

  • Financial Planning

  • Financial Statements

  • IRS Representation

  • Payroll Services 

  • Retirement Planning

  • Sales Tax Services

  • Tax Planning

  • Tax Preparation

  • Tax Services

Accounting Services

Our firm provides a full range of cost effective accounting services including the following:

• General ledger

• Financial statement preparation

• Bookkeeping (Monthly/Quarterly/Annual)

• Accounting system setup for new businesses

• Computerized payroll services

• Business tax return preparation

• Personal financial statements

Accounting Software Selection & 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 fits your needs. We are also registered QuickBooks advisors.

Bookkeeping/Write-Up - 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. We can assist you with the day-to-day tasks associated with bookkeeping.

Business Consulting - 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.

Cash Flow & Budgeting - A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Certified Professional Advisor QuickBooks - We provide a variety of QuickBooks Consulting services, including set-up and training, customizing accounting procedures, or consulting. We provide training in your office or our office.

Computer Consulting - Whether you are contemplating the addition of new computer hardware or overhauling your network, we can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

Divorce Planning - Separation and divorce create the need for a wide variety of financial analyses and decisions: cash flow planning, budgeting, income taxes, valuing assets and evaluating current income and future earning capacity, dividing marital property and establishing alimony and child support payments. Though not all-inclusive, the following list indicates the range of services we can provide in divorce planning: Evaluating the relative tax and financial implications of alternative settlement options. Working with your attorney to develop proposed settlement arrangements. Working as a liaison with other professionals. Supplementing your understanding of the financial implications of divorce and financial situation after final settlement.

Estate & Trust Tax Preparation - Effective estate and gift 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.

Estate 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.

Financial Forecasts & Projections - Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in reaching your company's financial goals.

Financial Planning - A properly structured financial plan enables you to face any financial challenge that may present itself 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.

Financial Statements

• Compilations

• Reviews

We can assist you in the preparation of your financial statements in accordance 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.

IRS Representation - During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Investment Review - As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Payroll Services - 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.

Retirement Planning - Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Sales Tax Services - Many of clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning - Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation - Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Services - By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Businesses Served - The firm specializes in serving the needs of closely held businesses in all aspects. Our clients represent a broad spectrum of enterprises, including but not limited to real estate, wholesale distribution, construction, manufacturing, professional practices and professional organizations. We provide accounting system guidance, financial statement preparation, tax planning, tax preparation, monthly accounting and/or bookkeeping services, and all accounting needs. We provide strong hands-on support for all our clients.