PROFESSIONALISM
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
QUALITY
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
RESPONSIVENESS
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
We are the best at what we do - our Accounting & Financial Services will help you modernize your personal or business endeavors.
Using the most current, up-to-date software, we file your tax returns electronically. Our tax return preparation includes servicing individuals, partnerships, corporations, estates and trusts. As our client you will receive a free personalized tax-organizer for the upcoming tax season to help you organize your tax information and ensure you have all the documents you need.
As a Certified Xero and QuickBooks advisors, we are specially trained on QuickBooks/Xero software and we can help you determine which software is best for you and your business. We also receive discounts on software and products which we always pass on to our clients!
We offer Payroll Processing to our clients large and small. We utilize third-party apps to ensure your payroll is accurate and year-end processing is quick and efficient.
We are experienced in many IRS issues including: Audits Tax Collection Payroll Tax Issues Tax Liens Levies Garnishments Seizures
IRS Auditors are trained to obtain more information than legally necessary. If you are audited, we can represent you without you being there saving you time and money.
Looking for an easier way to manage your business budget? With extensive experience with private and public companies, we can help you take a "snapshot" of your business and clean up areas that may help run your business more efficiently.
Protecting your business/personal assets has never been more important. Our accounting services safeguard your business and your family and optimize all your hard-earned dollars. Don’t pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
- Individual (Form 1040)
- Corporation (Form 1120 & 1120S)
- Partnership (Form 1065)
- Trusts & Estates (Form 1041 & 706)
- Gift (Form 709)
- Exempt Organization (Form 990)
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.
- Payroll
- Department of Revenue Excise Tax Reporting
- Bank Reconciliation
- On-Site Accounting
- QuickBooks Assistance
- Xero Assistance
- Financial Statements
- General Ledger Adjustments
From entity setup to Strategic Planning, Budgeting & Forecasting, Cost Segregation, Line of Credit Planning, Performance Tracking, Cash Flow Management and more.
- Licensing
- College Financial Aid Planning
- Pension & Profit Sharing Plans
- Audit Assistance
- Tax Planning
- Business Entity Setup & Transition Planning
- Estate Planning
Basic Accounting Service
On a monthly or quarterly basis, we will perform the bank reconciliation for one checking account and one credit card account. We will also enter adjusting journal entries as necessary, including depreciation.
Monthly Accounting Service
On a monthly basis, we will perform the bank reconciliation for up to two checking and two credit card accounts. We will also enter adjusting journal entries as necessary, including depreciation.
Custom Service Package
Based on the size of your business and your specific needs we can create a package that supports your business growth. We utilize the most advanced technology to assure your privacy and protection. We use apps that make the way you share information with us as easy as a few taps on your phone.
