Services

Assurance Services

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures

Taxation Services

  • Individuals
  • Businesses:
    • Corporations
    • Partnerships
    • LLC
    • Non-profit organizations
    • Sole proprietorships
  • Tax planning services
  • Estates and trusts
  • Gift tax

Accounting Services

  • Monthly, quarterly or annual bookkeeping services
  • Payroll calculation, tax deposit and reporting services, retirement plan transmissions
  • 1099 preparation
  • Sales tax return preparation
  • QuickBooks software consultation, set-up assistance and training
  • Business personal property returns

Consulting Services

  • Entity selection
  • Management support
  • Strategic business planning
  • Succession planning
  • Purchases and sales of closely held businesses
  • Litigation support