Expert financial help with a personal touch!

The Company can assist you with your short-term and long-term individual income tax planning. Whether you need assistance with calculating estimated tax payments, tax withholdings, planning for retirement, or making that next big purchase, we can meet your needs.

The Company can assist in developing a custom estate plan that meets your needs. We can work in conjunction with your attorney, broker, trust officer and insurance agent to put together a plan that will work for you. No two estate plans are ever quite the same. A small investment in an estate plan can make a large difference in the amount of your estate that is left for your heirs when you are gone.

The Company provides a complete array of financial statement preparation services. Whether you need help with a financial statement to obtain financing or assistance getting ready for an audit, we can help. We can assist you with the following types of financial statement preparation:

• Reviews
• Compilation
• Preparation Engagements

The Company can assist you and your attorney in the settlement of your dispute. Whether it be in relation to a divorce, business separation or wrongful discharge, we can help with the financial analysis needed to resolve your case. We have been qualified to testify as experts by the local courts on previous occasions.

The Company has prepared business valuations for many years and for many different purposes, including the following:

• Sale or purchase of a business
• Estate taxes
• Divorce settlement
• Gift tax purposes
• Litigation settlement

The Company offers a complete package of payroll options. We currently prepare payrolls for over one hundred companies. These include one-man shops to companies that employ over 190 employees. Whether you need someone to prepare your weekly payroll or your monthly, quarterly, and annual payroll filings, we can tailor our services to meet your individual needs and desires. If you only need assistance with your annual W-2’s we can do just that. We can provide direct deposit of your payroll checks as well as providing your employees online access to their paystubs and annual W-2’s.  Unlike the large payroll service providers, we don’t just process garbage in – garbage out, we review the final product to make sure that it makes sense.

The Company can assist you with the bookkeeping of your company at any level needed. We can do everything, including paying your vendors and payroll. However, if you only need an annual summary of disbursements to prepare your tax return, we can assist you with that as well. We accommodate our clients by providing the level of service they need. From bank reconciliations to getting ready to have their financial statements audited.

The Company can assist you on an annual or quarterly basis with your business tax planning. Good business tax planning is essential to the success of any business venture. Whether you need help developing a long-range business plan to present for financing, evaluation of your tax situation to reduce your income tax burden or help in calculating an estimated income tax payment, we can meet your needs.

The Company provides a full line of tax preparation services.  We can file your federal and state income tax returns electronically. We can assist you with the preparation of the following types of tax returns:

• Individuals
• Corporations
• Partnerships
• Estates
• Trusts
• Gift
• Non-Profit Organizations
• Personal Property
• Payroll
• Sales & Use Tax