
SERVICES
Tax
Return Planning And Preparation
Beginning
by assisting our clients with planning strategies to
minimize their taxes, to using our state of the art tax
research and software to prepare returns, our seasoned
staff of professionals constantly stay current with ever
changing Internal Revenue Code. Whether the return is a
corporate, partnership, individual, estate, gift or trust
return, you can be assured that it is prepared timely and
accurately.
We
offer a monthly newsletter of changes and ideas in tax
and business planning to our clients. To receive this
valuable planning tool, please provide for us your name
and address to be placed on our mailing list.
Financial
Statement Preparation
Our
partners and staff are highly trained and experienced and
offer a complete range of financial statements, including
audited, reviewed or compiled financial statements, along
with personal financial statements, depending upon your
needs.
Our
partners and staff undergo continuing professional
education to be sure we are up to date on the latest
professional pronouncements and techniques to give you
the best service available.
To
demonstrate our competence, we have received an
unqualified opinion on our quality peer review, a testing
of our procedures for financial statement preparation by
another specially trained CPA.
Starting
a New Business
Our
experienced staff can guide you in selecting the correct
type of entity, setting up an accounting system of
payroll services. We provide assistance with the
development of a professional business plan to aid in
debt and equity financing. Our long experience helps lay
the groundwork for working relationships with banks,
insurance agencies, attorney firms and other
professionals that you will need in the starting of a
successful endeavor.
Other
Services
Other
fields of service that our firm is experienced in
include:
- Estate
Planning - Let us help you arrange your
estate to preserve your assets for the next
generation.
- Personal
Financial Planning - We can assist you in
arranging your personal financial affairs to
achieve the financial goals you want, while
minimizing tax consequences.
- Selection
of Retirement Plans - Our experience can
assist you in the selection of the proper pension
plan for your enterprise.
- Payroll
Preparation - Our firm can prepare your
payroll efficiently and accurately on the time
schedule that you need. All reports are timely
prepared and in a form that you can easily
understand.

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