Our firm offers a wide range of services to our individual, business, and non-profit clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have summarized 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. We are committed:

• to providing services designed to help you acheive your goals,
• to performing services timely and efficiently,
• to handling all client relationships with honesty, integrity, and confidentiality,
• to responding to client questions and needs as soon as possible, and
• to service our client needs in a professional manner with competitive fees.

Our Services

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Tax Services

We prefer to take a proactive vs. reactive approach to 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.

Accounting Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annually)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Back office support services (making deposits, writing checks, etc)

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

For clients needing reviews or audits, we partner with larger area firms who specialize in these areas.

Business Consulting

We gauge our worth by the personal and business successes of our clients. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the various issues affecting your business.

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.

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.