Services


We are a full-service accounting and tax firm, providing a diverse range of services designed to meet the needs of today's individuals and small-business entrepreneurs. We are personal in focus, and strive to give you service that is prompt and tailored to meet your individual needs.

Accounting Service

Whether you are a sole proprietor, a partner in a partnership, a member of a limited liability company or a shareholder of a corporation, we provide accounting services on a monthly, quarterly or annual basis. With this comes a financial statement, where the activities of your enterprise are summarized for evaluation and planning purposes.

Individual & Business Income Tax Planning & Preparation

We provide a full range of tax preparation services for individuals and businesses such as sole proprietorships, partnerships, limited liability companies, and corporations (C and S corporations). Many clients come to us to assist them in closing out their year, including year-end adjustments, depreciation, and retirement planning consultation.

QuickBooks Configuration

We offer design, setup and implementation of computerized accounting systems using QuickBooks . We will configure the QuickBooks applications to best suit our clients business needs. Once QuickBooks is setup and working properly, we can train you or your employees to completely understand & properly operate QuickBooks.

Payroll Service

To maintain confidentiality and reduce staff administrative time for our business clients we perform payroll functions including the preparation of quarterly and annual payroll related forms, Forms W-2, federal, F.I.C.A. and state withholding, as well as federal and state unemployment reporting.

Financial Plan

What do you do after the tax is filed? Planning for the coming years is what you should be doing. Having a financial plan in your hand will provide you with a better chance at overcoming the expected business down turn in the coming years. 2011 will be most challenging for any business, credit will be scarce consumer spending will be at its lowest in decades. The process starts with us listening to you, one on one, then analyze your current situation, goals and aspirations. With your approval, we will plot the best course that will consolidate the above into an actionable plan. This plan will traverse various taxes, regulatory issues and investment options with asset preservation and accumulation of wealth in mind. The financial plan will serve as the basis to measure progress and assess investment performance. A regular review of this plan will ensure that the goal will not be swayed by the changing economic landscape. Please call us to make an appointment or for more information.

New Business Setup & Selection of Business Entity

One of the most important decisions of starting or maintaining a business enterprise is the choice of entity. That is to say, should I organize as a sole proprietorship or a limited liability company? Would a corporation be best, or would a partnership be better? There are many issues to consider, both from a tax and a non-tax perspective, depending on the type of business that is being conducted. We are ready and able to meet with you to look over the options available to you.

Loan Application Assistance

We work with you in your need for business financing. This can take a variety of forms including financial statement preparation, loan applications, cash flow analyses, or other means recommended or required by lending institutions.

General Questions

We encourage our clients to call us when they consider acquiring assets. The considerations of whether to purchase or lease, pay cash or finance the acquisition are of critical importance. This firm seeks to establish open lines of communication, so that together we can seek to minimize your tax liability, and to assist you in being more profitable.

Other Services

Not see something that cater to your needs? Let us know, and we will seek to help you, and if we can't, we willl strive to steer you in the right direction so that you can obtain the answer that you are looking for.