Services
INDIVIDUAL AND BUSINESS TAX PREPARATION
Our tax department uses state of the art system for individual and business tax planing and preparation. Coupled with our talented and well trained staff we strive to provide real value to our clients through high quality technical expertise and personalized service.
To view a sample tax return in pdf format Click here
CUSTOM PAYROLL SERVICE
Our firm offers you the complete payroll services available from service bureaus, with three key differences--a far superior level of personalized service, total flexibility, and the best value. Unlike payroll service bureaus that use a "one size fits all" approach , we have the capability to provide a comprehensive payroll service that can be precisely designed to meet your unique needs. Our completely flexible state-of-the-art system offers remarkable capabilities that enable our firm to work collaboratively with you. Based on our intimate knowledge of your business and consultation with you, we will design a payroll service that is optimal for your company’s needs. You won’t find this level of personal, customized service from any service bureau at any price.
BOOKKEEPING AND ACCOUNTING SERVICES
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Our Firm offers a complete range of accounting services including payroll management. Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business' full profit potential. We offer full Review and Compilation services for small to medium sized companies.
PENSION & PROFIT SHARING PLANS
Would you like help setting up a pension or profit sharing plan? Talk to us!
INVESTMENT REVIEW
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
RETIREMENT PLANNING
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for
MANAGEMENT ADVISORY SERVICES
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
ESTATE PLANNING
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
BUSINESS VALUATIONS
Our firm provides cost-effective business valuation services, quickly and efficiently.
retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
MERGERS & ACQUISITIONS
Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.
