Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
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.
Accounting Services
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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Financial Statements
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.
Tax Services
Tax Preparation
With years of experience serving individuals, businesses, and trusts, our firm delivers accurate and timely tax preparation backed by deep knowledge of federal and state tax law. We leverage industry-leading tax software to ensure efficient, secure, and precise filing. Our team stays up to date through ongoing continuing education and thorough tax research, allowing us to identify opportunities, navigate complex tax issues, and ensure full compliance. Whether your tax situation is simple or complex, you can count on us for reliable, informed guidance every step of the way.
Tax Planning
Effective tax planning goes beyond filing returns—it’s about proactively positioning you for long-term financial success. Our firm offers strategic tax planning tailored to individuals, businesses, and trusts, drawing on years of experience and deep technical knowledge. Through ongoing research and continuing education, we stay ahead of legislative changes and IRS guidance to help minimize tax liability, avoid surprises, and align your tax strategy with your broader financial goals.
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.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different locations. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
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.
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.
Consulting Services
Consulting Services
Accounting Software Selection & Implementation
Choosing the right accounting software is crucial to maintaining accurate financial records and streamlining operations. We can help you evaluate, select, and implement accounting systems tailored to your business needs.
Type of Entity Selection
The legal structure of your business impacts everything from taxes and liability to long-term growth potential. We guide you through the entity selection process—LLC, S-Corp, C-Corp, partnership, or sole proprietorship—helping you understand the tax and operational implications of each so you can make an informed, strategic choice.
Buying or Selling a Business
Whether you're expanding through acquisition or preparing to exit, buying or selling a business is a complex process that requires careful tax planning. In conjuction with your business attorney, we can provide assistance regarding the structure of your business acqusition or sale from a tax planning perspective.
Estate, Trust & Gift Planning
Protecting your wealth and passing it on according to your wishes requires thoughtful planning. In conjuction with your estate attorney, we offer estate, trust, and gift tax strategies that can help reduce tax burdens and ensure your assets are distributed efficiently. Whether you're planning for future generations or managing a trust, we provide tax guidance with care and clarity.
Other Services
Employee Benefit Plans
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with decisions surrounding the implementation of employer-provided benefit plans.
