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Our Services

Office Desk

We offer a wide range of services to our individual and business clients. We provide you with information that will enable you to efficiently and effectively manage your business. Below are some of the many services we offer.

Tax Services & Planning

  • Preparation and planning of:

    • Individual tax returns​

    • Corporate and partnership tax returns

    • Estates, trusts, and gift tax returns

    • Sales and Use / Meals and Rooms tax returns

  • Representation before governmental agencies

Accounting & Attest Services

  • Audits, reviews, and compilations of financial statements

  • Agreed-upon and attestation procedures

  • Single audits

  • Cash flow, forecast, projections and budget analysis


Advisory & Consulting Services

  • Management advisory

  • Estate, gift and trust planning

  • Litigation support services

  • Mergers and acquisitions

  • Cost segregation studies (utilized for accelerated depreciation allocation in connection with capital assets.)

  • Business succession planning

  • Accounting software

Bookkeeping Services

  • Installation, setup and data conversion

  • Staff training

  • Customize forms and reports based on business requirements

  • Bookkeeping and payroll services

Payroll Services

  • Live weekly or bi-weekly services

  • Prompt processing to ensure employees are paid on time, every time

  • Streamlined and efficient payroll procedures to save time and effort

  • Includes direct deposit, automatic electronic tax deposits, and tax filings

  • Stay up-to-date with ever-changing tax regulations to ensure compliance

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