Client Services

Our firm offers a wide range of services to our individual and business clients.  Below we have listed the services that we offer, 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 that we provide, we will be more than happy to refer you to qualified professionals.


Tax Services

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 are available to provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Payroll Services

Often businesses must confront issues of payroll confidentiality, or staff vacations/turnover among their human resources personnel.  Let us help you minimize these challenges.  We offer in-house payroll checkwriting and processing services to our clients, including the option for direct depositto employees' accounts. Alternatively, we can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system in your place of business. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Accounting Services

Audits, Reviews and 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. We provide financial reporting on all three levels of assurance:

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

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Accounting Services

We strive to provide financial information to our clients in a timely and accurate manner. 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/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

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

*Personal financial statements

*QuickBooks support

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Financial Statements

If your needs do not dictate an 'audit' or 'review' of your financial statements, we can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. Our experienced staff can assist you in achieving your company's financial goals.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Fiduciary Accountings

We are ready to provide assistance to trustees and personal representatives with fiduciary accountings.  An accounting of assets, receipts and disbursements of a trust or estate is often required both for beneficiaries and for the Probate Court, and is necessary in calculating correct distributions and income tax reporting.

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Other Services

Certified QuickBooks Pro Advisor ®

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

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Providing pension valuation services to legal counsel in domestic proceedings is one of the services that we offer.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Probate Assistance

Our staff can help you navigate through the probate process and assist you with the preparation of required filings.  Our experience extends to estates, trusts and conservatorships.

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Bill Pay Services for Individuals

Whether you or a relative need help keeping your bill payments current, we can help you with our "bill pay"services.  These services are particularly convenient for elderly individuals whose relatives live elsewhere and/or who have in-home healthcare assistance.  We can help you maintain compliance with household employee payroll tax requirements by calculating withholding taxes, depositing payroll taxes and filing required reports and W-2s.  Services are tailored to your needs, so please contact us to discuss.

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Accounts Payable

Our accounts payable services are used by small and large business that prefer to have their staffs in the field rather than in a non-producing office.  It allows your business to do an end-run around the hassles of software upgrades, a/p staff turnover and training.  For those who use our write-up services, integration with our accounting programs eliminates the need for duplicate entry of data.

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Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We 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, we provide comprehensive, flexible strategies that address the issues affecting your business. Following is a list of just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection (i.e. "S" corporation, sole proprietor, LLC, LLP...)

*Business valuations

*Buying/selling a business

*Financial & retirement decisions

*Estate, trust & gift planning

*Evaluating the various types of qualifed retirement plans

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Financial Planning

Buying a home, saving for the children's college educations, ensuring financial independence through your retirement years...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 and retirement 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.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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