Personal

We provide several tailored services for individuals, such as tax planning, tax preparation, and IRS audit representation, and many more.

Tax Preparation
Today's tax laws are very complicated --- there is no substitute for the assistance of a certified public accountant (CPA).  We will electronically file your federal and state tax forms using a comprehensive and professional tax software designed for CPAs.

 

Tax Planning
Planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

 

IRS Audit Representation
It can be unnerving to receive an IRS or state audit letter in the mail.  Audits require you to gather all your records substantiating each and every item reported on your tax return.  Using a professional can make the process less overwhelming as an experienced advisor will develop a comprehensive plan and has a firm understanding of tax law.

Small Business

We provide a full suite of services for small businesses including accounting, part-time CFO services, IRS audit representation, strategic business planning, cash flow management, tax preparation and planning, and QuickBooks® services.

Small Business Accounting
Small business owners have more important things to do than stress about whether the books are always up to date and accurate. We believe in a team approach to the successful management of a small business.  By engaging us to take care of your accounting books, you can focus on running your business, generating profits and customer service.

 

Part-Time CFO Services
Growing businesses often reach a point where they need professional financial advice. Our Part-Time CFO services provides you with the experienced support and advice you need at a fraction of the cost of a full-time CFO.  This service gives you a professional financial manager who works with you to help guide your business to success. Please contact us for more details and to schedule a free consultation.

 

Tax Preparation and Planning
Today's tax laws are very complicated --- there is no substitute for the assistance of a certified public accountant (CPA).  Whether your business is organized as a corporation, limited liability company, partnership, or sole proprietor, we can help you maximize your after-tax dollars.

 

Cash Flow Management
Everything seems to go more smoothly when your cash-in exceeds your cash-out.  A cash crisis can be emotionally taxing and may even lead to the demise of your business. Our cash management service assists you in identifying the ins and outs of your cash needs and helps maintain good relationships with bankers and other creditors.

 

Strategic Business Planning
A Strategic Business Plan is much more than a tool to obtain financing.  If you have all your plans and ideas locked up inside your head... preparing a strategic plan helps you clarify your company's direction, ensures your key leaders are all "on the same page", and keeps both management and staff focused on the tasks at hand.

 

QuickBooks Services
We provide a multitude of services to help your firm install, train on, and fully utilize QuickBooks, a versatile accounting software that powers the flow of cash in thousands of businesses and CPAs worldwide. We can help your business fully integrate QuickBooks into your workflow and we will even provide on-site training.