Services

Tax Services

Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Payroll Services

Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step towards simplifying your business life. We provide a comprehensive payroll service customized for your specific needs—giving you flexible personalized service from our knowledgeable staff. We can taylor our service to meet your business needs. Depending on your needs, we will evaluate your payroll options and consider utilizing outside payroll vendors (ADP or Paychex) to assist your business with your payroll requirements.

Accounting Services

Our firm offers a complete range of accounting services. We prepare compilation and review financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

We do not currently perform audit engagements or prepare audited financial statements.

For the period ended March 31, 2015, our firm has successfully passed the Peer Review requirement for accounting firms that issue financial statements with a peer review rating of pass (this is the best result of a peer review). Our next peer review will be in 2018.

CFO Services

Our firm can assist your business by providing part-time CFO (Chief Financial Officer) services. This is a great opportunity for an business to get the additional management support from a trained professional on a part-time year round level. We welcome the opportunity to discuss this service with your business and customize a program that works for your business and budget.