Services

Below, are listed some of the services we provide. Services are provided on an individualized basis as well as the fees associated.

Management Consulting

 We believe our most valuable service to you is our consulting service. We often operate as a sounding board for our clients when they are making those decisions that affect the direction and future of their businesses. We provide advice and insight on both the financial and non-financial performance of an organization's operational and strategic processes. We provide a variety of services that add value to organizations and individuals by interpreting a wide range of financial information, such as:

Income Tax Preparation

 Every year, there are changes to the tax code and regulations that may affect your tax returns. We make it our business to stay informed about those changes in order to assist our clients in paying only those taxes which they are required to pay. We are experienced in preparing Individual, S Corporation, C Corporation, Partnership, Non-Profit, Estate, LLC and Trust returns.

Tax Planning

 We provide planning for individuals, corporations, business owners, partnerships, non profit organizations, and estates. We analyze your situation and recommend a strategy that will minimize your tax, maximize your return and help you accomplish your goals.

General Accounting & Bookkeeping Services

 We perform all bookkeeping functions in our office. (We will provide as much or as little service as you need.) Services we provide are:
Some clients find it helpful to have us perform many of these tasks while we also teach their personnel how to perform them. Then as their personnel feel comfortable taking over the tasks, we reduce our service level to an "as needed" basis.

Payroll Processing

 We are equipped to prepare the payroll checks for you and your employees as well as, all of the quarterly and annual reports required in the payroll process. This includes:
We provide our clients with step-by-step instructions for our clients to file the forms after we have completed them.

Our goal is to take the mystery out of the reporting requirements.

If you would like to view or print a payroll brochure with prices, you can download it here.

Computerized Accounting Systems Set-up & Training

 We provide services that help our clients achieve their objectives and improve the quality of their business decisions by implementation and training of accounting software at the client's place of business.

Financial Statements

 Banks and other lending institutions often require their customers to submit financial statements. A compilation is when we take information from management and put it in the form of financial statements. We do not perform any analytical procedures on the financial statements and express absolutely no opinion or other form of assurance on them. We have experience in preparing compilations for a wide variety of clients, including: