Accounting Services

We offer a complete range of accounting services from initial selection and setup of accounting systems through assistance and preparation of periodic financial data. We also offer sales tax report preparation and payroll services, both real-time payroll and after-the-fact payroll. We also provide comprehensive bookkeeping services from data entry of records, reconciliation of information, and production of financial statements. These services will help us see where you stand as a company, where your company is excelling, and where there is room for growth. For more mature businesses, we can review and analyze your present accounting and reporting systems for improvements and efficiencies.

Taxation Service

Our firm offers all aspects of tax return preparation and consultation to meet your unique business and individual needs. We will meet with you and discuss any changes through the year that may affect your tax liability. We can help guide you through the ever changing complexity of today’s tax laws. There are a variety of tax forms for each business clients and individual clients, both federal forms and state forms. We are familiar with these and will work to make sure you file the correct form, on time, reducing penalties and interest that might arise from non-filing.

Auditing and Financial Reporting

There are many financial reporting services that our firm has to offer, including compilations, review and audit examinations of financial statements. We can assist in proper financial statement presentation and disclosure as required by regulatory and financial bodies including banks, insurance bonds and other agencies. We are an American Institute of CPA’s private company’s section member and participate in peer review to maintain excellence and quality. Our most recent AICPA peer review was conducted in 2020. We are pleased to report our firm passed with no deficiencies reported.

Management and Special Services

We can uniquely offer management and special services to meet your needs in the competitive economy. Our personal approach can offer you confidential input on an as-needed basis to financial, accounting and administration questions. We are glad to schedule a conference with you, where we will engage in a thorough discussion of any concerns you may have, as well as offer our advice to any areas of improvement we might realize.

Tax Issues

We understand that sometimes problems with the IRS do arise. We are able to represent you or your business before the IRS so that the issue does not escalate into something worse. Remember, when dealing with the IRS, penalties and interest will continue to accrue until a settlement is reached. There are a broad variety of solutions that we can offer when dealing with the IRS. Contact our office as soon as you receive a notice and we will work with you from there.

Online Portal Service

A unique feature for clients of our firm is the ability to access their financial records online through our secure portal service. Businesses can use the portal to upload and download QuickBook files and copies of prior year tax forms. Individuals may benefit from having a centralized location for their tax information.