Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

*Tax effects of buying/selling a business

*Individual & business tax planning and preparation

Go To Top

Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection

*Litigation and Forensic Accounting

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

Go To Top

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Quarterly & Annual)

*Accounting system setup for new businesses

*Compiled and Reviewed Financial Statements

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

Go To Top

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Miscellaneous

Construction and Manufacturing Client Services

Due to our extensive construction experience, we provide services that enhance both your ability to BOND JOBS as well as to improve your BANKING RELATIONSHIPS. We can assist with your job costing to enhance an accurate reporting system. Our client revenues range from $1 million to $15 million annually. We have contractors in Electrical, HVAC, Grading and Excavation, Paving, Scaffolding, Drywall, Insulation and Fireproofing and Masonry, both commercial and residential.

Services included:

*Job Costing

*General Ledger and Financial Statement Presentation

*Tax Reporting vs. Financial Reporting

*Bonding and Surety Credit

*Banking