Services

Your Success is Our Business!

In operation for over 20 years, we provide tax preparation & planning services to individuals and businesses.  Our clients for individual tax preparation include self-employed persons, retired people, and younger persons beginning their financial lives. We also provide tax planning and financial health checkups.

Business Clients

Our business clients include corporations (both regular C corporations and S corporations), partnerships & multi-member limited liability companies, non-profit organizations, estates & trusts.  These businesses are retail, wholesale, construction, contractors, consultants, restaurants, healthcare providers, attorney firms, and many others. We also assist with business start-ups, mergers, and business sales. We  offer monthly bookkeeping services including payroll processing.

Financial Statement Preparation

While we do not perform audits, we prepare the financial statements required for loan applications, SBA and regular; bond underwriting; and MBE certification.

Quickbooks

We are a QuickBooks Certified Professional Advisor. We can solve your QuickBooks problems, clean up your QuickBooks and show you how to use QuickBooks more efficiently to manage your business.