Our Services

Business Services

Business planning 


Internal Controls analysis and recommendations 


Stockholder/owner succession planning

 

Mergers and Acquisitions 


Buying and selling a business 


Business entity selection 


Projections, forecast and cash flow analysis 


Bank loan assistance 


Chief Financial Officer services 


Lease vs. purchase analysis


Accounting Services

Small and medium size business bookkeeping and accounting   


QuickBooks training and assistance 


Payroll calculation   


Financial Statement & Profit/Loss preparation   


Compilations

Tax Services

Dynamic and effective tax planning and tax minimization 


Individual income tax preparation - all 50 states 


S Corporation and C Corporation tax preparation  


LLC and Partnership tax return preparation 


Payroll tax return preparation 


Sales tax preparation 


W-2 & 1099 reporting and tax return preparation 


Retirement savings maximization 


Higher education savings for your children and grandchildren