Services

We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.

Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board and advisor.

Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program including an analysis of your net worth, investment review, family gifting, trusts, retirement planning and family business transfers. We also prepare Estate tax returns and can assist in closing and carrying out the provisions of your Will and Estate Plan.

If you are in business and need record-keeping and accounting systems, we can design them to fit your needs.

We can process live payroll and prepare or assist you in preparing payroll reports, journals, and general ledgers. We can assist with your other financial record-keeping and reporting requirements so that the red tape in your life is minimized. We specialize in QuickBooks and have QuickBooks Pro Advisors on staff.

If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and various other business needs.

If you need financial statements, we can prepare compiled, reviewed or audited statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.

You'll Benefit From Our Experience in Other Areas, Too.

• Business sales, acquisitions and mergers
• Real estate sales and acquisitions
• Projections, budgets and business goals
• Retirement planning
• Equipment purchases and sales
• Pension and profit sharing plans
• S Corporation elections
• 1031 Exchanges