Professional Services

We offer an array of services from the individual client needs to the large corporate needs. No job is too small. We provide small to mid sized business consulting, accounting services, tax advising, and wealth building programs. If you need our help, do not hesitate to contact us today!

Tax Planning and Preparation
One of our principal objectives in tax services is to minimize federal and state taxation and to prevail upon audit. Tax strategies and developments are reported to clients throughout the year and current tax developments and changes in the regulations are constantly reviewed to maintain current expertise. Our tax services do not begin with the preparation of returns. Rather, return preparation is the culmination of a year of planning in order to minimize the overall tax liability. We work closely with each client to resolve tax controversies, including representation before the Internal Revenue Service and state tax authorities.

Business Valuation
Whether you are determining the fair market value of a closely held business interest for gifting, selling, or estate planning purposes, knowing what your company is worth is one of the most important financial aspects of being in business. In addition, you may use a business valuation as a management and planning tool. Besides acting as a scorecard that will help management determine whether the company is gaining or losing value, the valuation provides a better understanding of the real profitability of the business. Whatever reason you have for needing a business valuation, the firm is prepared to assist.
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Estate Planning
Did you know that after working for a lifetime and building your family's wealth, your heirs might have to use a significant portion of it to pay the necessary estate taxes? With effective estate planning you can drastically reduce the overall tax liability and preserve your estate so that more of your estate goes to your heirs and less to the Internal Revenue Service. The firm will help you create an overall estate tax reduction and wealth building strategy that will include, but is not limited to the evaluation of financial and tax consequences of wills and other agreements, gifts and life insurance.

Business Planning and Consultation
As an independent certified public accounting firm, we are planners and we assist and advise clients on tax, financial, and operational concerns in order to grow a successful business. Our philosophy and practice is to blend the technical, the practical, and the business approach in each engagement.

Business Software Consultants
We keep QuickBooks ProAdvisors on staff and offer support and training for Intuit's QuickBooks software. Look no further, QuickBooks is what you need to handle your business' finances. QuickBooks does the work for you, freeing you up to grow your business. Contact our firm for more information.

E-Commerce & Website Design Consultation
Need a website for your business, but do not know where to begin? Our talented webmaster can consult with you on the pricing of web design, e-commerce, domain names, hosting services, and web marketing. We have teamed up with trusted web designers that will help make your transition to an e-commerce world seamless.

Quality Control
We are committed to providing the highest quality of professional services. As members of AICPA, we are required to undergo a peer review of our practice every three years to ensure that our quality controls, which includes a review of our accounting practices, continuing education requirements, hiring, and promotion standards adhere to the AICPA's professional standards.

Fees For Services Rendered
Fees for our services are based on the time actually spent and the complexity of the engagement. These rates vary in relation to the person's level of experience and responsibility. Prior to the commencement of any services, we will meet with you and/or your representative to develop a budget on which we mutually agree. This provides you with intimate knowledge of how your fees are determined and an opportunity to affect those fees by the level of assistance provided by you. It is our policy to keep the time incurred on each engagement to a minimum commensurate with the application of firm and professional standards. This is accomplished through careful planning, coordination with the client, and utilizing our experienced staff with continual supervision.