Client Services

Accounting Services

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively. We are a Certified Professional Advisor for Quickbooks, the leading small business accounting software.

Tax Services

Our firm offers a full range of tax planning and compliance services.We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also professionally prepares all federal, state and local tax returns for individuals and businesses at competitive, affordable rates.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Business Succession Planning

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.


Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Buying and Selling a Business

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

IRS and State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.

Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projecions. We will also customize "What-if-Planning" scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements

Our firm offers full Review and Compilation services for small to medium sized firms.They are professionally prepared GAAP-compliant financial statements. We also prepare tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize your full profit potential.

Estate, Gift and Trust Tax Return Preparation

Our firm assists in planning and preparation of federal and state estate, gift and trust tax returns. There are constant changes in the estate, gift and trust tax laws. We can assist in the review of your estate as well as preparing all of the various returns required by law.