Accounting

We believe in making financial statements simple and easily understood by the client, financial analyst, and layman alike. We supplement areas not covered by pronouncements of the American Institute of Certified Public Accountants or governmental agencies with our own internal policy statements.

Utilizing sophisticated computer equipment and specialized software, our staff will provide the client with financial reporting and accounting services efficiently, and cost-effectively. Audits, reviews, compilations, asset accounting and depreciation, loan amortization schedules, budgets and projections, and tax returns are but a few of the areas in which we can offer assistance.

Assurance

We provide audit services to small private businesses; governmental agencies; and to nonprofit organizations. To strengthen management procedures and improve operating results, we supplement our audit reports with suggestions for attaining these goals.

We will also provide financial statement review or compilation services.

Finally, we provide Business Valuation and Expert Testimony services to clients needing to determine the value of their business.


Management Consulting

We pride ourselves on our management consulting services, primarily in the area of Technology Consulting and Financial Analysis to small business clients. We can help your company weather the storm of the Information Age, as well as help you pinpoint areas of improvement in the way you manage your company.

Whether you require Forecasted Financial Information for lenders, Information Technology Plans, or Ratio Analysis, we have the professionals on staff who can provide accurate, credible, usable information!

We utilize a unique approach in our helping you select the appropriate computer, software, and equipment to run your business. Consultation services, personnel training, and follow-up support will enable you to make the correct choices for your business needs and integrate your accounting and information system rapidly into your daily operations.

Tax Planning and Compliance Services

A substantial portion of our work is providing tax services to individuals, as well as corporate, partnership, trust and estate clients. Our objective is to assist in determining the least amount of tax required under the law. This is accomplished, in part, by our maintaining a highly skilled and well-trained staff of accountants.

Additionally, we believe that thorough and timely planning of financial affairs is an important factor in minimizing our clients' tax burden. Toward this goal, we are available throughout the year to assist in planning.

Tax compliance services which are available include preparation of corporate, partnership and individual income tax returns; property, gift, payroll, and fiduciary tax returns.

We ensure that timely filings of appropriate elections, and other matters of compliance are satisfied. We are also available to represent the client in matters before the IRS, or in tax matters at the state or local level.

Individuals:
Personal Financial Planning

We also offer accounting services for individuals. We can help you prepare for your future. After a careful analysis of your current and future needs, we will offer recommendations on the following:

Tax Planning and Cash Flow

Investment Strategies

Insurance and Risk Management

Retirement Planning

Estate Planning