Services
Financial services for businesses and individuals.
Helping You
Achieve Success
We bring the right people together to meet the challenge and solve your problems.
Individual Services
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one’s best interest.
Tax Services
According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.
Business Services
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Forensic accounting – also called financial forensics or forensic auditing – is an area of accounting that investigates actual or anticipated disputes.
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
In today’s world of increasingly complex litigation you simply cannot do it alone. Your probability of a success increases when you have the expertise of an experienced “court savvy” Certified Public Accountant on your side.
QuickBooks Services
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you’ll get your QuickBooks running smoothly again with a complete Tune-up.
Please take a look at these shortcuts and “tricks of the trade” designed to save you time and make your QuickBooks experience even more productive.
Save up to 20% on the newest version of QuickBooks.