Services

Our accounting professionals are guided by the Generally Accepted Accounting Principles (GAAP), which are the industry ethics and standards for financial services. Each associate is committed to excelling and provided a high level of satisfactory service to each and every client. 


Accounting

  1. Accounting assistance

  2. Financial statement preparation

  3. Business start-up consulting

  4. General ledger review

  5. Bookkeeping

  6. Bill paying services

  7. Payroll and sales tax and more..


Tax for individuals

  1. Tax planning and compliance

  2. Tax return preparation and filing

  3. Estate and trust administration

  4. Financial planning

  5. Estate and gift tax planning


Tax for businesses

  1. Sales and payroll tax preparation

  2. Income tax return preparation

  3. Accounting method assistance

  4. Financial reporting

  5. Form of ownership

  6. Employee benefits tax planning


Assurance

  1. Audits

  2. Forecast and projections

  3. Accounting assistance

  4. Pre-audit services

  5. Consultation to GAAP

Financial

  1. 401 (K) and pension planning

  2. Trust coordination

  3. Designing and implementing group benefits

  4. Business success planning

Valuation

  1. Buy/sell agreements

  2. Transfer/sale/merger of business

  3. Succession planning

Contact
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