Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. We have listed below some of the services that we offer along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Accounting Services
  • Audits, Reviews and Compilations
  • Business Consulting
  • Financial Statements
  • Tax Planning & Preparation   

    Accounting Services
    Having timely and accurate financial information derived from a well-organized accounting system will help to ensure that your business operations run more effectively and efficiently on a daily basis. Our firm provides a full range of accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    *Audit- an intensive examination with the highest level of assurance

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Business Consulting
    As a firm, our success coincides with that of our clients. We assist your business in identifying areas of concern and future growth, then help you develop solutions that are practical, cost effective, and technically sound. In addition we can act as a sounding board for decisions and strategies that management may be considering for implementation.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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    Tax Planning & Preparation
    Tax planning is essential to minimizing your tax liability and preparing your tax returns free of "surpises". Whether you are an individual or a consolidated business entity, our experienced staff can develop tax strategies that take advantage of current tax laws and legislation.

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