Our Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our
clients benefit from personalized, quality service that is beyond comparison.

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-organized 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:

  • General ledger & financial statement preparation
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas
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. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Tax Services

We prefer to take a proactive rather than 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
liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve
throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business


Wealth Management Services
We have an especially strong practice in advising clients on the advantages of creating and funding family and personal
trusts in order to minimize or avoid estate taxes and accomplish other structured transfers of assets to family members
and charitable organizations. We work with clients to identify estate planning opportunities and with attorneys to create
trust instruments which efficiently provide for those transfers with appropriate safeguards, and prepare and file trust and
estate tax returns.