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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