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Learn More About Our Services

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes  from a sole proprietor to a multimillion dollar company.  We have an expertise in a variety of industries including professional services, medical, construction, tranportation  and retail.

We can prepare or review your accountng records using a variety of accounting software such as QuickBooks, QuickBooks Online, Wave and One Write Plus   We can setup and train your personnel in the proper use of your software.   We can be as hands on as you deem necessary, providing the depth of services you require in order to efficiently run your business.  Please contact us for a detail review of your records and processes.

Consulting Services

Administering and managing plans prudently with regards to the interests of its participants and beneficiaries. Providing advice based on fiduciary duty to help aid and assist clients as to place them in a position which would better enable more informed decisions to occur.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Preparation of weekly, bi-weekly, or monthly payroll done electronically with direct deposit and employee internet accounts available. Also available are pension and worker's compensation deductions.  Advice on proper classification of workers and periodic updates of payroll tax and employment law changes..

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Tax Preparation Services


A core specialty is the preparation of tax returns, with all corresponding schedules, for individual taxpayers.

Non-Profit Organizations

Starting a non-profit organization can be an exciting new step, but must be persued cautiously in the accounting field where rules and regulations are often stricter than those imposed on business formed for profit. The CPA firm has specialized in areas of: board development, community service events, fundraisers, program evaluation, and strategic planning to aid clients in their non-profit endeavors.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is imperative to any type of business. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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Get clarity on your tax and accounting situation