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We will customize our services to meet each client's specific needs. Our firm currently provides the following services:


  • Compiled or reviewed financial statements on a monthly, quarterly, or annual basis

  • Forecasts, budgets and cash flow projections

  • Business Plans and loan packages for financing


  • Tax planning, projections and counseling

  • Preparation of tax returns for individuals, corporations, partnerships, limited liability companies, and estates and trusts

  • Representation before IRS and other tax authorities


  • Maintain general ledger and other accounting records

  • Bank reconciliations

Retirement and Other Employee Benefit Plans

  • Evaluate, design and assist in implementing profit sharing, 401(k), SEP and Simple-IRA plans

  • Assist in establishing cafeteria, medical reimbursement and dependent care plans

Special Consulting Services

  • Business valuations for purchasing or selling a business

  • Extensive Quickbooks & Quicken knowledge and training

  • Estate Planning and Administration

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