Our services are very comprehensive. Call for a free evaluation of your tax, accounting and general business needs. Compare the difference between what you're presently doing and what we can do for you. These are the standard services we provide.

Small Business Accounting Services

To help keep your business running smoothly, our practice offers a complete range of Accounting services from Bookkeeping to Income Tax Preparation. We work with all business entities (except Chapter C), Non-Profit organizations, Trusts and individuals. 
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Budgets

We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals. 
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Proactive Tax Planning

Our practice offers this service for those businesses and individuals that have an interest in controlling thier tax liability (and who doesn't?). We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning. Don't give the IRS more than they deserve!! 
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Tax Return Preparation

Our practice offers professional, computerized and our triple-audited preparation of all Federal, State (all states continental U.S.) and Local returns at competitive, affordable fees. We prepare Amended returns, Non-Profit returns, Multiple year returns, returns over the Internet, as well as those who have not filed in several years. Electronic Filing is available and we DO NOT OUTSOURCE your return. Special Discounts apply to Senior Citzens and FREE preparation for our active servicemen and women. Child returns are FREE with their parent's paid return.  
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Small Business Start-Ups

This practice specializes in Business Start-Up services by encouraging the entreprenurial-spirited individuals to follow their dreams. This is done by consultations and following procedures in our Small Business Start-up Workshops throughout the community. The Workshop focuses on the eight important stags of business creation: Legal, Accounting,Taxes, Marketing, Retirement and Estate Planning/Business Continuation. To complement the Workshop, a comprehensive workbook is included and a video will offered in the future for our Internet friends. Without proper, careful consideration and thoughtful planning, the tax and legal effects can be dramatic.  
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IRS Problem Resolution

Our practice knows the tax laws and we know how your return was prepared. We can provide counseling on how to deal with the IRS, write letters on your behalf and negotiate Offers In Compromise. We can also assist individuals and businesses that are not our clients, expecially those who have levies on their assets. We cannot, however, represent you in Tax Court yet; one of our staff will be an Enrolled Agent in the future to assit clients with this uncomfortable experience. Don't try to tackle the IRS alone, or worse, ignore them; call us immediately!! 
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Financial Planning For Business Owners

As personal Financial Planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things. 
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Non-Profit Organizations

The firm has extensive experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems and creation and use of budgets. 
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Small Business Consulting Services

Let us help you lean how to "keep more of what your business earns". We want to get to know your business intimately, so we can give you the tools you need to focus on the key indicators that drive your business. With proper Business Evaluation and Financial Planning, we can help you create a roadmap for your business's financial future. We will respect you as a professional and listen to your needs. Our staff will work with you year-round, if necessary, in order to meet your financial goals. 
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Financial Statements

Our practice prepares professional, GAAP-compliant financial statements, as well as a custom-made financial analysis, that can help business owners and managers elimate inefficientcy and realiza a business full of potential. We also prepare financial graphs, which helps you understand your financial position at any time. These documents are very necessary for bankers and venture capitalists, as well IRS audits. 
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Bookkeeping

Our practice provides full-charge computerized bookkeeping services, including General Ledger and subsidiary ledger maintenance, bank statement reconciliation, receivables and payables. Eliminate this cumberson necessity from your day and focus more on your business and family. 
 

Quick Books Training
You may not need our bookkeeping
services; however, you do need some
type of spreadsheet for your business
expenses.  Why not call us today for
QuickBooks training?  We offer a very
affordable 3-hour training for 4 or less employees.  In this initial session, we set up your Chart of Accounts and instruct you in everything you need to know to create those all-important financial statements for your accountant or bank.  Most businesses do not need any additional sessions; however, if you do have a need for more in-depth training with no minimum requirement.
 
 

 
 

 

 

 
   
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