Professional 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 receiving personalized, high quality service at a reasonable cost. We have listed below the services that we offer to our clients along with a brief description.

Tax Preparation Services

Individuals
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.

Accounting Services

Bookkeeping
Complete bookkeeping services for small businesses.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Total payroll services for small business clients.
Litigation Support & Forensic Accounting
Various services including litigation support, expert witness testimony, fraud investigation, and more.
Estate & Trust Planning
Effective estate, trust, and gift planning to provide a wide range of benefits.

Other Services

Financial Planning
Full service Financial Planning for future goals.
Business Valuations
Establishing the proper value of a small business.

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