We believe our firm's success is largely due to the wide range of services we offer. Our clients know they can rely on us for all of their accounting needs, be they large or small, business or personal. The list below outlines services we offer:

Accounting Services

  • Audits - We are experienced at rendering certified audit opinions on financial statements of companies in many different industries. Our firm participates in the AICPA administered peer review program to assure we stay abreast of current professional reporting standards.
  • Reviews and/or Compilations - We can "Review" or "Compile" financial statements provided by you to allow for professional credibility with bankers and other third parties.
  • Financial Statements - We can prepare periodic financial statements from your records, attaching our "Review" or "Compilation" Report.
Tax Services
  • Individual Tax Planning - Let us help you plan for your income tax liability. You should never have a surprise on April 15th. Early planning allows time to effect changes in your liability.
  • Business Tax Planning - Businesses should not wait until after year-end to discover an ugly liability. We can help you make tax-advantaged decisions.
  • Tax Preparation - We offer professional preparation of all types of tax returns: 1040, 1120, 1065, 1041, 706, 990, 5500. We never outsource your return, so you can rest assured your private information stays private.
  • IRS Representation - Call us before responding to an IRS notice, certainly before paying a supposed liability. We will attend the office audit on your behalf or will accomodate a field auditor in our office rather than yours.
Financial Planning Services
  • Retirement Planning - Will you be able to continue living in the manner of which you have become accustomed? Let us help chart a strategy to assure you may.
  • Estate Planning - Let us help you maximize what you pass on to your heirs. We will help you cut the government's share to a its legal minimum.
Other Services
  • Business Valuations - What is your business worth? How much should you pay for a particular business? Is your proposed domestic relations settlement fair? We can help you answer these questions and more.
  • Mergers And Acquisitions - Accounting, income tax and valuation expertise is paramount when negotiating a merger or making an acquisition. We are experinced at conducting due diligence investigations and with contract terms review.
  • Accounting Software Consulting - We were pioneers with microcomputers in the late 1970s. We have used many different packages and we will likely be able to recommend the package which will best serve your needs and requirements.
  • Business Sales And Purchases - Interested in buying or selling a business? An experienced CPA is an absolutely necessary team member when you make your move. Whether you need a business valuation or investigatory analysis, we can help.
  • Computer Consulting - We are experienced in assisting clients with setting up networks, buying necessary hardware and solving many computer related problems. How secure is your data? Is there equipment that would enhance your daily operations? We can likely help.
  • Management Advisory Services - We consult with a large number of small and medium sized businesses. We are more than "number crunchers", we can apply our uncommon business sense to your benefit.
  • Succession Planning - The time to plan for succession is long before the day you wish to pass along the company you built. Make certain you take full advantage of income tax law to minimize the tax bite to you and your successor. Make certain your business will continue successfully after your departure.
  • QuickBooks® Advisor - We are experts with Intuit's QuickBooks accounting. We can professionally structure your system for meaningful and accurate information. We can connect to your system, online, and can view your screen as if we were present, speaking with you on the telephone at the time.
  • Small Business Mentoring - Small businesses need a financial professional on their team. Many cannot afford a full time CPA, but we rent ourselves by the hour. Take advantage of our financial, accounting, tax and business expertise at a price you can likely afford.
  • Business Plans - A business plan should be a roadmap to success. Let us assist you in developing your plan. If your plan is to be submitted to third parties, it is important to you that it be professionally reviewed.
  • Loan Proposals - The information submitted with your loan proposal will significantly affect whether you get the funds you seek. Let us help you enhance your prospects.