Client Services

Our firm provides a full range of accounting and advisory services tailored to individuals and small businesses.  Our size allows us to offer hands-on attention and strategic insight that make a real difference.

We take a proactive approach - helping clients plan ahead, reduce taxes, and make sound financial choices.

Below we have listed some of the services that we offer to our clients:

 


Tax Services

Tax Services

At our firm, we take a proactive, year-round approach to tax services.  Our team of CPAs completes at least forty hours of Continuing Professional Education (CPE) annually to stay current on the latest tax laws, regulations, and IRS guidance.  This commitment ensures we are continually identifying tax-planning opportunities that help minimize both current and future liabilities.

Whether serving individuals or businesses, we provide the depth of technical expertise and practical tax knowledge our clients expect from a dedicated advisory team.  We work closely with you throughout the year, not just during filing season, to anticipate issues, reduce risk, and support long-term financial goals.  Tax services offered include but are not limited to:

  • Tax Planning & Return Preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts, & gift
  • Not-for-profit organization

 

  • Taxing Authority Representation

 

  • Tax Planning and Projections

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Accounting Services

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance

  • Compilation - based upon client information provided and used primarily for internal use.

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Consulting Services

Consulting Services

We measure our success by the personal and business achievements of our clients.  Our consulting services are designed to help you identify factors that may be limiting profitability or growth and to develop practical, technically sound solutions.  Beyond serving as a trusted board for management, we provide comprehensive and flexible strategies tailored to your unique goals and challenges.

The following is just a few of the areas in which we provide consulting services:

  • New Business Setup
  • Accounting software selection and implementation
  • Business Formation

 

  • Core Business
  • Insurance
  • Payroll
  • Banking
  • Loans

  • Financial & retirement decisions

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