Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting: QuickBooks Online

Less work with QuickBooks Online!  With Cloud access you have anywhere, anything access.  Your data is always backed-up and no need to install software upgrades.

Share books with your accountant

We can access your books remotely to answer questions, fix problems, and do anything needed to get you ready for tax time.

Work from anywhere and get answers anytime

Turn a spare moment into a productive minute. Send invoices, reconcile accounts, run payroll, and more from your PC, Mac, smartphone or tablet.

Less data entry

QuickBooks online automatically downloads bank and credit card transactions.

Capture receipts on your phone

Snap a photo of your receipt and easily attach it to any transaction using the QuickBooks mobile app.

Payroll

Processing payroll through QuickBooks Online is easy and affordable.

Plus, many more features

You’re just a phone call away from finding out it QuickBooks Online is right for you!

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or remaking your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity – LLP, LLC, sole proprietorship, partnership, corporation, etc. that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Tax Consulting & Preparation

Effective tax consulting and preparation can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Resolution

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

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Call today to schedule an appointment!