Services

We provide a broad range of services to help clients secure a sound financial future. In addition to the core services listed below, we provide customized services to address our clients in the manufacturing, service and not-for-profit industries.

Our services are very comprehensive. Call for a free evaluation of your tax, accounting and general business needs. Compare the difference between what you're presently doing and what we can do for you. These are some of the standard services we provide.



Small Business Accounting Services
We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us!
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Monthly Operating Statements
These give you a monthly look at where you stand so you can act on a problem or seize an opportunity before it's too late. Every month we look at your financial picture so we can alert you to those areas that need your attention. Watching your bottom line can often help improve it.
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Bank Reconciliations
We prove out your bank balance every month and advise you of any bank charges, bank errors or arithmetic mistakes on your part so you know exactly how much cash is available for spending.
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Payroll Registers
These records on each and every employee are required by law and help us to prepare your payroll tax returns.
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Balance Sheet
Shows cash balances, accounts receivable, taxes owed, etc. This is particularly useful to your banker when he is trying to make a decision about a loan.
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Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, etc.
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Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals.
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QuickBooks
We offer a wide range of QuickBooks support services. Please click here to go to our comprehensive QuickBooks support section.
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Proactive Tax Planning
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Tax Return Preparation

We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above. The types of returns we specialize in include:

  • Individual
  • Corporate
  • Partnership
  • Non-profit
  • Fiduciary
  • Sales and Use Tax
  • Business Property Tax
  • Payroll Tax


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Business Formation
Including start-up, expansion and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax effects can be dramatic without careful consideration and thoughtful planning.
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IRS Audit Representation
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.
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Personal Financial Planning
We work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
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Financial Planning For Business Owners
As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
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Not-For-Profit Organizations
The firm has extensive experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems and creation and use of budgets.
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Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
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Consulting Services
Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups.
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Organizational Consulting
Our Firm can provide expert advisory services to assist you with such issues as organizational structure, job descriptions, performance appraisal, teambuilding, communications, and other human resource concerns.
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Reviewed or Audited Financial Statements
We can provide in depth financial statements when they are required for grants or large loans.
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Litigation Support
We provide expert, objective analysis and assistance to clients involved in commercial and civil litigation.
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Research Services
To meet the needs of clients and business associates for timely business information, we supply a variety of customized research services. Business analyses, industry forecasts, company profiles are examples of just some the information resources available.
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Payroll Processing

Why use Online Payroll...

  • Quick, easily and accurate payroll entry - submit your hours and earnings whenever you want.
  • No more need for totaling hours, making phone calls or faxing.
  • Pay employees any way you want - print checks from your computer, handwrite checks and print detailed paystubs, or use Free direct deposit.
  • Great Payroll Reports - get the information you need in less than 3 minutes. Low Cost - Call us for a price quote.


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