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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Accounting Services
  • Business Services
  • Tax Services
  • Reviews & Compilations
  • Litigation Support
  • Software Support

    Accounting Services

    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be comprised. Meaningful, well organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    • General ledger and financial statement preparation

    • Bookkeeping (monthly/quarterly/annual)

    • Accounting system setup for new businesses

    • Payroll services

    • Business tax return preparation (sales & use/business property)

    • Personal financial statements

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    Business Services
    We can provide comprehensive, flexible strategies that address the issues affecting your business. Our business planning services include:

    Business Entity Selection

    Choosing the form of entity of your business (e.g. S corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have long-standing tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

    Buying and Selling a Business

    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

    Cash Flow and Budgeting Analysis

    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash flow sources and uses.

    Business Valuations

    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

    Management Advisory Services

    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

    Pension and Profit Sharing Plans

    Retirement Planning can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating plans that will best serve your retirement needs and those of your employees.

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    Tax Services
    We prefer to take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    Tax Preparation

    Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

    Tax Planning

    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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    Reviews & Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

    Review - some analytical procedures conducted with limited assurance

    Compilation - based upon client information provided and used primarily for internal use

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    Litigation Support
    Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence and experience allows us the opportunity to function as expert witnesses in such cases.

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    Software Support
    We offer software support, including installing the software, configuring your initial setup, and assisting with daily operations, for the following software programs:

  • Quickbooks and Quickbooks Pro

  • Peachtree Accounting

  • Business Works Accounting

  • PC Law, Jr.

  • Creative Solutions Accounting

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