Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Listed below are the primary services that we offer to our clients along with a brief description.


The list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service that we provide, we would be more than happy to refer you to a qualified professional who provides that service.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organied financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*Accounting system setup for new businesses

*Bookkeeping (Monthly/Quarterly/Annual)

*General ledger and financial statement preparation

*Personal financial statements

*Preparation of payroll tax forms

*Preparation of personal property returns

*Preparation of sales tax forms

*Preparation of occupation tax forms

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Tax Services

IRS Representation

Our firm has many years of experience in dealing with the Internal Revenue Service. We can represent you should your tax return be selected for audit by the Internal Revenue Service or State taxing authority. Through our firm's many years of experience, we have achieved a level of competence that can ensure our clients that they are being properly represented before the various Federal and State taxing authorities.

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Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas that are negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Succession Planning

Most small business owners spend their entire life building their business into a profitable enterprise and then agonize over what will happen to their business once they are no longer able to run it. Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we can assist you in designing a strategically sound business succession plan that will address the complex issues of business continuation.

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Business Valuations

Whether you are thinking of buying a new business or contemplating selling an existing business, the proper valuation of the business is the most important component in completing the transaction. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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Miscellaneous

Estate Planning Services

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and personal assets. Our firm can guide you through the complex process of getting your financial affairs in order.

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Tax Planning Services

Effective tax planning can minimize both your current and future tax liaibilities. Our firm utilizes Pro System FX computer software to project tax liabilities for both the current and future years. We prefer to take a proactive vs. reactive approach to tax planning services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities. We provide our clients with the tax planning expertise and knowledge that they deserve throughout the year.

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Trust Income Tax Services

Through effective estate and gift planning, many individuals elect to setup a trust to faciliate the orderly transfer of assets to their beneficiaries, provide security for the surviving spouse, and reduce or eliminate the tax due on the transfer of their business and personal assets. Our firm utilizes Ultra Tax and Pro System FX computer software to process our Fiduaciary Income Tax Returns (Form 1041).

In addition to processing your Federal Fiduciary Tax Return, we can process State Fiduciary Tax Returns for all states that require a fiduciary return to be filed. We provide our fiduciary income tax clients with the taxation expertise and knowledge that they deserve throughout the year.

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Business Income Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilites. Our firm utilizes Ultra Tax and Pro System FX computer software to process our business income tax returns. We can process Federal Corporation Returns (Form 1120), Partnership Returns (Form 1065), S Corporation Returns (Form 1120S), Not-for-Profit Returns (Form 990) and Private Foundation Returns (Form 990PF).

In addition to processing your Federal Business Tax Return, we can process State Business Tax Returns for all states that require a tax return to be filed. We provide our business income tax clients with the taxation expertise and knowledge that they deserve throughout the year.

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Individual Income Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilites. Our firm utilizes Pro System FX computer software to process our individual income tax returns.

In addition to processing your Federal Income Tax Return, we can process State Income Tax Returns for all states that require a tax return to be filed. We also offer electronic filing for your Federal Income Tax Return and all states that accept electronically filed income tax returns. We provide our individual income tax clients with the taxation expertise and knowledge that they deserve throughout the year.

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Business Entity Planning

Choosing the form of entity under which your business will operate (e.g. Sole Proprietor, Partnership, Corporation, S Corporation or Limited Liability Company) is a crucial decision that can have long lasting tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous business entity for your company.

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Payroll Checkwriting Services

As a business grows, it must hire more employees, which can result in increased payroll administration. Our firm uses Creative Solutions Payroll Software, which can automate your payroll and simplify the payroll administration time for your business. We can process regular payroll checks or direct deposit electronic transfers for your employees. We also utilize the Federal EFTPS Electronic Payment System to make your Federal Payroll Tax Deposits. By automating your payroll, we can ensure a more reliable, efficient, and effective payroll system.

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Accounts Receivable Services

Many small businesses find it difficult to process their sales invoices in a timely and efficient manner, which results in lost revenue and cash flow. Our firm uses a custom designed accounts receivable software program that is flexible enough to handle the accounts receivable processing requirements of most small businesses.

Our custom designed software will process your sales invoices, produce a monthly transaction report by customer, produce a monthly aging analysis by customer, produce the end of month statements for mailing and produce a general ledger interface report which is used to transfer the accounts receivable information into the client accounting system.

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Compilation Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. A compilation is limited to presenting in the form of financial statements information that is the representation of management. Since the financial statements have not been audited or reviewed, we do not express an opinion or other form of assurance on them.

A compilation is the most commonly used reporting format for small businesses. Although primarily designed for internal use by small businesses, most banks and other lenders will accept compilation reports to support their loans to those small businesses. The major advantage of a compilation over and audit or review is the significantly lower cost of a compilation compared to an audit or review.

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Review Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit and, as a result, an opinion on the financial statements is not expressed. Instead, we indicate that we are not aware of any material modifications that should be made to the financial statements for them to be in conformity with generally accepted accounting principals.

A review is most often requested by a bank to support a credit line or an insurance company for bonding purposes. The major advantage of a review over an audit is the significantly lower cost of a review compared to an audit.

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