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.

Tax Services

We provide comprehensive tax planning and preparation of all tax returns. . . . federal, state and local taxes, covering income tax (both personal and business returns), payroll taxes and sales tax ….we prepare whatever is necessary to protect your interests, save you time and provide them to you timely.

We are a full-service tax office. If anytime during the year, you have a tax question or concern, call us. We are here to assist you. It is part of our service to provide you tax peace of mind. In fact, we suggest meeting in June or July for a mid-year tax review and planning session. This is one of the best ways you can prepare for next tax season.

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Accounting Services

    • Timely Reports

We offer either monthly or quarterly accounting services. Information that is both accurate and timely is needed to makegood business decisions. We will help you design a new system or use the information you have to create usable and understandable financial tools for your business.

  • Financial Statements. . .

Many people are good at providing services or products to their customers but have difficulty putting together and/or understanding the financial information necessary for a successful business. Accurate financial statements give a snapshot of your present condition as well as the activity of your ongoing operations and how the cash was both produced and used by your business.

  • General Ledger Report . . .

This is a detailed record of the dates, transaction numbers, payees and amounts of all deposits and expenditures by category. Whether you prepare your records by hand or use one of the computerized accounting systems, this report will provide you with the assurance that your financial statements have been properly prepared.

  •   Bank Reconciliation . . .

Careful comparison and proof of your bank account statement with your checkbook balance each month ensures you are working with the correct total.

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Payroll Services

Fast, efficient and trouble-free. Do you know which payroll reports are due (and when) on a monthly, quarterly and annual basis?

Our confidential, cost-effective After-the-Fact Payroll Service gives you the peace of mind knowing that we will prepare all federal and state payroll reports and schedule your tax deposits timely.

Errors in the payroll reporting and timely tax payments can lead to costly penalties. Allow us to help you make more profitable use of your time and remove the worry by assisting with this critical and time-consuming task.

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Business Consulting

…the backbone of all the services we offer.

A personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone.

We will assist in the interpretation of your financial records and reports to help improve your profitability. We will help you analyze your expenses to control unnecessary outflow, reconcile your bank statements to avoid costly money leaks, and suggest new procedures or programs to uncover additional opportunities. Our service will help you manage your business more efficiently and productively.

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Call today to schedule an appointment!