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

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Accounting

• 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

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Taxation

• 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

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Bookkeeping

• Maintain general ledger and other accounting records

• Bank reconciliations

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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

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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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