We offer an extensive range of tax, accounting, and financial services that are tailored for the specific needs of the business.  We strive to train and inform owners on the important principles and practices that have proven essential in making a business succeed.  Our services can help:

• New! QuickBooks Checks – The best prices for business checks.  Next day service on most orders.  Printed in our office for your convenience.  See order form:

• Planning – Is tough to get a business started and to survive in a market economy, 75% of all new business fail in the first two years.  Businesses that do make it spend a lot of effort upfront on planning.  We can assist with:

•    Creating Business Plans and Capital Budgets for loan applications

•    Valuating Businesses for sale or purchase.

•    Choosing the right Organization Type that complements a tax strategy and protects personals

assets  from business debts and lawsuits.

•    Identifying Key Control Elements to achieve the desire business goals

•    Developing Internal Control schemes to ensure accounting information is accurate, prevent

employee fraud, protect assets, and comply with Federal and State laws

• Income & Estate Tax Strategies – Our services focus on achieving the client business or personal financial goals.  It is very hard to do tax planning on April 15.  We need to work with you year around to:

•    Plan for and reduce income and estate taxes.

•    Save for college and retirement – tax-free.

•    Pass your good fortune to heirs without huge estate tax bills.

• Accounting and Payroll Solutions – There is no “one-size-fits-all” solution here!  We will provide the accounting system you want:

   Do it yourself and save with QuickBooks.  QuickBooks is an inexpensive and simple to use software designed for non-accountants.  We will:

• Full Accounting Services – We record client transactions, pay vendors and employees, prepare payroll and sales tax returns,    and compile financial statements weekly, monthly or quarterly, as needed.

• Hybrid – the client can do part of the accounting and we do part.  Clients only pay for the service needed.  Transactions can be captured via the Web, eliminating the need for shuffling paper between offices.

• Trusts & Guardianship Accounting – We prepare the accounting needed for the courts and can act as the executors and trustee for estate, marital and children trusts.

• Debt and Financing Assistance – We can help individuals and business consolidate debts and solicit loans for operational or investments needs.