Our firm provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:

  • Financial Projections and Forecasts
  • Bookkeeping/Write up
  • Employee Benefits and Pension Plans
  • Tax Planning and Preparation
  • Entity Selection and Restructuring
  • Full Payroll Services
  • Estate and Trust Tax Planning
  • Audits, Reviews and Compilations
  • Accounting Systems Implementation

Accounting and Bookkeeping Services

Accounting and bookkeeping services are provided to individuals, businesses and nonprofit organizations. Servies range from monthly transaction recording and account reconciliation to preparation of financial statements and other reports. We also provide full payroll services.

Accounting System Implementation

We can help your company create an efficient accounting system that will allow you to track and summarize project expenses and create useful accurate reports. We have completed the QuickBooks Professional Advisor Program and helped many clients setting up their accounting system. Support services include setting up your new company chart of accounts, create report templates and memorized transactions. We are familiar with QuickBooks, PeachTree, MAS 90 and many other accounting software.

Taxes

Our services include tax planning and preparation for corporations, exempt organizations and individuals. We keep abreast of the tax law changes throughout the year by subscribing to various research tools and publications. We can also represent ou with the IRS and state tax agencies and file back taxes.

Attestation Services

Attestation services include audits, reviews and compilations of financial statements of businesses and nonprofit organizations as well as other attestation services on agred upon procedures.