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Business Accounting & Advisory Services
Controller Outsourcing
Compilations and/or Reviews
Financial Statements & Projections
401K Profit Share Plans
Business Plans and Guidance
Bank
Financing
New Business Start-Ups
Cash Flow and Budget Analysis
Profit Improvement
Tax Services For Business and Individuals
Payroll
Taxes and Sales & Use Tax
Filings
Multi-State Returns - Individuals &
Business
New Business Startups & Incorporations
Estate & Trust Tax Planning and
Preparation
Inheritance Returns
IRS Issues & Representation
Tax Saving Techniques &
Planning
Year-round Tax support and service
Electronic Filing available
Expedited Refunds & Refund Anticipation
Loans
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Other Business & Individual Services
Personal
Financial Planning Services
Personal Financial Planning Services for Individuals and Families
- Coordinated Strategies with your Attorney, Certified Financial Planner & Investment Professionals.
Comprehensive Financial Planning
To assist with:
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Retirement & Estate Planning
Tax advantaged strategies
 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.
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My clients know they can rely on us for all their
Accounting & Tax Preparation needs, be they businesses owners or
individuals. Many Individuals & Business owners try to handle these functions themselves, but find that
having a professional prepare their income tax returns and or outsourcing their bookkeeping and accounting to us provides
them peace of mind and gives them more time do what
they do best - making money and enjoying there family!
I am associated with the QuickBooks® Professional Advisors Program. I can
also provide instructions for setting up Quicken®.
Our fees for general accounting, tax
and financial planning services are normally dependent on the time
required to complete an engagement. Although
we do not sacrifice quality for cost, we are flexible in working within your
budget. We will explain our fee structure up front.
If I can be of any assistance to you, please don't hesitate to
call my office.
Please setup a time so we can meet and discuss your situation.
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