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