If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Whether you need quality tax planning, tax preparation, or small business services, we’ll thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Planning & Preparation

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, and identifying applicable deductions, etc. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible.

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Business Entity Selection

A business entity is a grouping of real estate objects, such as multiple rental properties. Organizing the hierarchy within your business entity is imperative to running a successful business.

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Audits, Reviews, and Compilations

Our team is qualified to inspect, correct, and verify the accuracy of business accounts.

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IRS Representation

IRS audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities. Learn more about our IRS representation services

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Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. Our well-rounded accounting professional team will provide accurate, well-organized financial records to ensure that your business runs successfully.

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Sales Tax Services

Many businesses are responsible for sales taxes. We can assist your company with the preparation of sales tax returns in an efficient and timely manner.

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Business Consulting

Whether you need assistance with business entity selection, bookkeeping, budgeting, advertising, or special projects, our team of experienced professionals will be able to handle your accounting needs.

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Financial Statements

A financial statement is a formal record of the financial activities of a business, person, or other entity. Financial statements go hand in hand with other bookkeeping practices.

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Buying or Selling a Business

Entrepreneurship is a risky business. There are many factors to consider before making an educated decision. If you are trying to sell your business, it is important to be smart about how you make your exit. Our staff will assist you with all facets of business buying and selling to ensure minimal financial liability.

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Notary Public

The job of a notary is to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. We provide virtually any type of notary service. With two notaries on staff, this service is available year-round. Notary Public Certificate

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Pension Plan Rollovers

A pension plan rollover is the reinvestment of a lump-sum pension payout into an individual retirement account. This is usually done to defer taxes, and can be considered an alternative to paying taxes on a lump-sum payout. Our staff can help you with this complex process.

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Real Estate Purchasing and Listing Consulting

Buying or selling real estate is a long process, and having an accounting representative to assist you is the best way to ensure the process goes smoothly.

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Call today to schedule an appointment!

(508) 238-0770