ACCOUNTANTS & TAX CONSULTANTS: Professional Service provided with over 15 years of experience offering personalized Accounting, Income Tax Preparation and Personal Financial Planning services to Individuals and Businesses.  We seek to help our clients become more informed and in control of their own finances and financial future. We serve our clients well by using the experience and knowledge of our firm to save our clients money. We specialize in helping businesses and individuals achieve their goals in today's rapidly changing economic climate. Operated by a Certified Public Accountant and QuickBooks ProAdvisor, we are especially tuned into small businesses. We are also conversant with all aspects of the Estate, Gift and Inheritance Tax Laws. 

Here is an overview of the Income Tax Preparation, Accounting, Bookkeeping, Payroll, Personal Financial Planning and other Advisory and Consultation Services tailored for Business owners and Individuals.

Tax Preparation  [ Business Tax Prep | Individual - Personal Income Tax Preparation ]
Income Tax Preparation & Tax Compliance and Planning Services. We offer Income Tax Preparation to Individuals & Businesses. We also prepare Multi-State & Local returns as well as Estate, Gift and Inheritance returns and can represent you in matters involving the IRS, State or local tax authorities.  We offer Electronic Filing & Refund Anticipation Loans as well as year-round service and assistance for all your tax matters. We offer New Business Formation services as well.

Full Business Accounting, Bookkeeping & Payroll Services                                               [ Full Business Accounting & Bookkeeping Services | Payroll Services ]
Whether you are considering setting up a business, or you are already running a business and have ambitions of growth, we welcome the opportunity to assist you in all your accounting and tax matters including, QuickBooks® and outsourcing bookkeeping.  If you are opening a new business we can assist you in filing all the necessary paper work for the Federal, State, and Local Government agencies. We will also help to guide you in having a successful business. We try to accommodate all the needs of our clients. Our clients can have daily, weekly, monthly, quarterly, yearly services. We offer full accounting and bookkeeping services. This would include services such as, paying bills, calculate and writing payroll checks, bank reconciliations, and all input needed for QuickBooks or Quicken on a regular basis (daily, weekly or monthly). This service also includes meetings with our staff on a regular basis. Along with calculating and writing payroll checks, we will also prepare all necessary payroll tax filings. We even have the affiliated resources to offer you the local area contacts for ADP, Paychex's & QuickBooks payroll services - third party business services suppliers. 

We are even able to provide global, local and virtual business services and also welcome affiliations with other CPA’s, Accountants and Tax Professionals.

Personal Financial Planning
We will act as a coordinator to assist you in determining your personal financial strategy. We  assist  clients with their tax questions as well as provide to them any tax planning and savings opportunities along with coordinated strategies with both investment and legal professionals.   We can therefore help you cope with the economic challenges of the upcoming years. Your financial success in future years may depend on the Personal Financial Plan you set up now.

Computer & QuickBooks Services
If you can benefit from using a computer in your business, I can assist you in setting up your accounts and provide training for you and your employees. I am associated with the Quickbooks® Professional Advisors Program. I can also provide instructions for setting up Quicken®. We also have technical support for your computer needs with third party contacts. We can install software and hardware, Diagnose computer problems, and install or configure computer networks.

Dedication of Professional Service Offered with Competency and Courtesy.
We are dedicated to standards of the highest integrity and service of the highest quality. We value building long-term relationships with our clients. We will not only meet your current needs, but believe in being proactive in anticipating all your current as well as future accounting, tax, and personal financial planning needs.

Please call us at 267-757-8786 for an appointment or Contact Us.

Our Hours are Monday through Friday from 8:00am to 4:30pm. We also offer Evening and Weekend appointments for your convenience. 

Professional Affiliations