Broker Check

Products & Services

We provide assistance in the following areas:

Accounting Services

  • Bookkeeping (Monthly/ Quarterly/ Annual)
  • General ledger & financial statement preparation
  • Compilations
  • Payroll services
  • Business tax return preparation (Sales & Use)
  • QuickBooks support

Tax Planning

  • Individual Tax Return preparation and planning
  • Business Tax Return preparation and planning
  • Estate, Trust & Gift Tax Return preparation and planning
  • IRS Representation
  • IRS and State Tax Audits
  • Relocation tax issues

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate, Trust & Gift Plans
  • Profit Sharing Plans

Consulting Services

  • Business start-up (type of entity selection & corporate structuring)
  • Accounting system setup for new businesses
  • Business valuations
  • Strategic business planning
  • Cash flow management
  • Financial forecasts & projections