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We are here to help. This is a list of services we provide to our clients
on a regular basis.
Our services also extend to client specific needs.

Contact us if you don't see something listed here.


   QuickBooks Expertise

   Bookkeeping and Accounting

   Tax Preparation

   Planning for Individuals & Businesses

   General Consulting and Advisory

   Budget Counseling

   Audit Representation




Accounting and Bookkeeping

Our full line of accounting services provides sound, accurate reporting and critical analysis
that allows you to continually evaluate your financial position and achieve your business
goals. Our professional staff relieves you of complex, time-consuming accounting tasks
required of businesses and delivers the accurate financial data you need to make informed decisions.
Our firm will handle everything from quarterly and annual financial statement reporting to bank reconciliations and general ledger maintenance. We also take the time
to review your data with you throughout the year to offer insightful counsel and ensure
thatyou understand the true story behind the numbers. Our insightful analysis will give you
better understanding of the financial forces driving your business.


Let us handle your payroll needs, so you can get back to doing what you enjoy—running your business. Outsourcing this function to us is cost and time effective. If we're handling all your payroll responsibilities, there’s no need for a specialized employee dedicated to this task, and there is no need to maintain your own payroll system. Payroll laws are constantly in flux—staying compliant can be a challenge. Abandon the hassles of payroll. We will assign a dedicated payroll specialist to work with you throughout the payroll process to ensure continuity. 

Services include:

         Direct deposit and payroll check printing

         Compliance, such as tax payments & payroll reporting

         W-2, W-3, and 1099 processing

Audit Representation

Nothing is more unsettling than receiving a notice from the Internal Revenue Service, but you can rest easy with the knowledge that you won’t have to go it alone when we are on your team. We offer IRS and State Representation services to support you in the event of an IRS notice or audit.

We work with you to collect all the needed information and communicate with the tax authorities on your behalf. In the event of a tax audit or any notice from the IRS, you have the peace of mind that your trusted advisor is in your corner with the expertise required to achieve a satisfactory resolution.

Tax Preparation

We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.


Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.

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