SERVICES

Accounting System Design

We assist in the design, evaluation and implementation of your accounting system so that you get the information you need in an efficient, timely manner.

Bookkeeping Services

We provide a range of bookkeeping services depending upon your needs. If needed, we can print your checks and maintain your checkbook. If you maintain your own checkbook manually, we can enter your transactions into our accounting software, reconcile the bank statement and produce meaningful reports on a monthly or quarterly basis.

Accounting Services

On a monthly, quarterly or annual basis, we can evaluate/review your accounting records and make the adjustments needed to present an accurate picture of your business. We also issue compiled and reviewed financial statements that may be required by your lender or bank.

Quickbooks

We know Quickbooks and can train you or your staff.

Tax Planning

To ensure effective tax planning with no year-end surprises, we work with clients to build a tax strategy prior to year-end, before tax planning opportunities are lost.

Tax Return Preparation

Our firm prepares all federal and state income tax returns for businesses, individuals, non-profit organizations, trusts and estates. Our goal is to see that you pay the lowest legal tax.

Business tax filings

We prepare the other returns required by your local, state and federal government such as sales tax, payroll tax, personal property tax, etc. and will interface with authorities if they should audit any returns.