Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Planning & Preparation
Tax planning and preparation for individuals, and for C-Corporations, S-Corporations, Partnerships, LLC's, Homeowner Associations and Non-profit Organizations.

Reviews & Compilations

Financial Statements

Accounting Services

Certified Quickbooks Pro Advisor
We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and ongoing support for your needs.

Bookkeeping

Estate & Trust Tax Preparation

Business Consulting

Financial Planning

Buying & Selling a Business

IRS and State examinations and inquiries

Notary Public