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   


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