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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed 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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Accounting Services
  		• Tax Planning & Preparation
  		• IRS Representation
  		• Consulting Services
  		• Estate and Trust Accounting
  		• Estate & Trust Tax Return Preparation
    Accounting Services
    Providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Accounting system setup for new businesses

    *Business tax return preparation (Sales & Use/Business Property)

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, my experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    IRS Representation
    During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

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    Consulting Services
    I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    Estate and Trust Accounting
    Court and beneficiary accountings are prepared for executors, administrators and trustees to report the financial transactions of estates and trusts.

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    Estate & Trust Tax Return Preparation
    Estate and inheritance returns and fiduciary income tax returns are prepared so that executors, administrators and trustees meet their tax reporting resposibilties.

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