Our Services

Business Services

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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

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Small and medium size business bookkeeping and accounting   


QuickBooks training and assistance 


Payroll calculation   


Financial Statement & Profit/Loss preparation   


Compilations

Tax Services

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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