Practice Areas
Personal Services
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We help individuals and families manage taxes for maximum benefit. In many instances, we've worked with families for multiple generations. We take pride in these trusted relationships, knowing that in many cases, it is more than just forms, laws, numbers and decisions, it’s your life.
· Tax planning
· Tax return preparation
· Tax impact of investment and other financial decisions
· Gift tax and estate planning
· Trust and estate tax services
Business Services
Business owners and managers hire us for our proactive approach and accurate, efficient finance and accounting management. Whether it’s managing the details or offering a big-picture perspective, our reputation proves that we are experienced providers –having tackled just about every opportunity and problem that a business can face.
· Proactive tax planning
· Income tax preparation
· Accounting and bookkeeping
· Reviewed or compiled financial statements
· Financial analysis for business decisions
· Business start-up consultation
· Entity Selection
· Payroll and payroll tax reporting
· Accounting software selection
· QuickBooks assistance and advice
Nonprofit Services
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We offer special expertise in nonprofit accounting, serving many nonprofit clients. Our experience and insight yields valuable recommendations for improving internal controls.
· Reviewed or compiled financial statements
· Tax exempt status application for new nonprofits
· Preparation of nonprofit federal and state income tax returns
· Preparation of federal tax returns and advisory services for private foundations
· Technical assistance with fiscal policies and procedures
· Accounting and bookkeeping
· Accounting software selection, consulting and training
Client Focused. Dependable. Trustworthy.
Our client-centered approach to service emphasizes consistent excellence delivered in a timely and efficient manner, an accessible, professional staff, and a dedicated, conscientious attitude.
The philosophy of our firm is to be a part of your business, bringing to it a staff of seasoned professionals whose expertise goes beyond accounting to include a variety of services. When you face challenges, remember that you can depend on us to be your most trusted advisors.