Services We Offer
- Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
- Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
- 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.
- Financial Services
The partners have their series 65, 6 and insurance licenses and are affiliated with Terra Securties/Genworth financial services and can help you with IRA, Roth, SEP and Simple plans set up and administration. We can also assist you with 401-k plan rollovers. We can help with any mutual fund family account set up for retirement or college planning.
- 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 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.
- Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
- Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
- Financial Statements
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 businesss full profit potential.
- Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
- IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
- Reviews and Compilations
Our firm offers full Review and Compilation services for small to medium sized firms.
- Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.
- Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
- Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.