Services

A summary of the services that we provide to our clients: 

• Financial statement preparation (audits, reviews and compilations)
• Income tax return preparation
• Income tax planning (deferral of income taxes)
• Software installation/setup/training (including Quickbooks)
• Pension plan/401k/SEP/profit sharing plan consulting for businesses and self-employeds 
• IRA and 529 plan consulting for individuals
• Gifting and estate planning consulting (including buy/sells, legacy planning, and trusts)
• Startup consulting, including selecting a business form
• Cash flow analysis for established businesses
• Payroll and sales tax return preparation 
• Information technology system analysis and consulting
• Analysis of current accounting staff, assistance with talent acquition including resume evaluation, and interviewing of potential staff
• Merger and acquisition consulting
• General bookkeeping
• Personal budgeting