Expertise. Peace of mind. We are here to meet your accounting needs.

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Below you will find a list of specialized services we can provide for you, a valued client. The list below is by no means all-inclusive, so please feel free to inquire about additional services you might need.

payroll

One of the most challenging tasks for small businesses is running payroll.  We understand that business owners can be overwhelmed with the filing requirements.  Let us take on the responsibility of meeting the many payroll obligations and keep it simple and affordable for you.  We offer small business payroll services that include processing paychecks, payroll report filings, and payroll tax payment obligations.

probate accounting

The loss of a loved one can be a very challenging time, especially for those responsible for settling the financial responsibilities of the deceased. For most, this is unfamiliar territory and can be overwhelming.  Allow us to assist you with the reporting requirements of probate accounting and the estate finances.  Our experienced team of accountants can help you through this detailed process and allow you to move through the proceedings much easier.

estate administration & elder care

As family members get older, it is important that we look to safeguard assets and make sure they have the assistance they need to honor their wishes after they are gone.  We work with local attorneys to protect your financial resources and look at the broad financial picture of your assets, liabilities, and other factors to create an effective estate plan for you and your loved ones.  We also assist elderly clients with paying bills and other financial obligations when it becomes more than they can handle.

consulting & return preparation

We view our relationships with our clients as an ongoing partnership, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs.

We provide the following services:

  • Individual tax consulting and preparation
  • Small business tax consulting and preparation
  • Partnership and Corporation tax consulting and preparation
  • Trust and Estate tax consulting and preparation

Our practice specializes in estates and trusts. We stay abreast of all of the current tax law changes to ensure we prepare accurate returns.  Our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

 

financial statements

Accurate and timely financial information is extremely important in making sound business decisions.  Whether you need financial statements for a bank, bonding company, a third party, or for internal use, we can meet your needs.  We prepare Compilations and Reviews that report monthly, quarterly, and annual financial information.  In addition, we also provide bookkeeping services that document the day-to-day transactions and record keeping.

  • Bookkeeping & Write-up - documentation of day-to-day transactions and record keeping for business success.
  • Reviews - financial statements with analytical procedures conducted with limited assurance.
  • Compilations - financial statements compiled from client information for external use.

 

quickbooks support

Our QuickBooks experts can guide you through the steps of setting up your software to give you the information you need to succeed.  Whether you need help reviewing your data file to see if you are using features correctly or assistance in implementing new areas of the software, our staff can get you through the process.  No matter which version of QuickBooks you are using, there are always ways to improve your experience.
  

business services

Starting a new business can be an exciting and challenging undertaking. We can help you develop a strategic plan to avoid common pitfalls that many new small business owners make, steering you towards success. There are many things to consider as you begin your business. Let us help you map out your future and consider the many unforeseen issues that may arise as you begin your new venture.