ADDITIONAL SERVICES

We also offer services to meet any immediate or future financial need:

• Bookkeeping
• Financial Forecasts
• Personal Financial Statements

Find out how we can help you. Contact us today to schedule a consultation.

ACCOUNTING SERVICES

We are a full-service accounting and business consulting firm designed to meet all of your financial needs.

The primary objective of Accounting Services is to provide a structured presentation of the relevant financial data in a simplified manner to assist in understanding the financial performance of a entity.  Accurate, timely, and comparable Financial Statements makes use of key financial data that allows entities to have the necessary tools to make informed decisions.

TAX SERVICES

We provide complete comprehensive tax planning, advice and preparation services to minimize or defer tax liability. Our goal is to provide an in-depth consulting tax service to meet your business needs throughout the year instead of an annual event.  We believe that tax strategies should be a proactive event to ensure your business has the most accurate assessment of their tax liabilities. Our firm keeps up to date on new tax laws and legislation to bring you the best, most accurate service possible.

We provide tax planning and return preparation services for:

• Corporations
• Partnerships
• LLCs/LLPs
• Not-for-Profit Organizations
• Taxing Authority Representation
• Buying or Selling a Business

FINANCIAL STATEMENTS

To keep you informed on various areas of your business, we offer three levels of Financial Statements:

• Audits: The objective of an audit is to provide an opinion about whether the financial statements presented conform with generally accepted accounting principles (GAAP). The process involves evaluating a company and assessing their risk.
• Audits of Employee Benefit Plans: Regulations surrounding benefit plan compliance becomes increasingly complex each year. Let us provide the expertise required to manage reporting requirements, changes in plan administration, and governmental regulations.
• Reviews: A review is different than an Audit in that it doesn’t provide an opinion. Instead, a Review is a set of procedures performed to provide limited assurance that we are not aware of any material adjustments that should be made with respect to your financial statements.
• Compilations: A Compilation is information provided by the client from which we use to prepare financial statements.

ADDITIONAL SERVICES

As your accounting firm, we offer a full menu of services to meet the needs for your growing business.