Services

Accounting Services

This Firm offers a complete range of accounting services, including receivables, payables, and payroll management. I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. The firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-Up

My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

My firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Financial Forecast and Projections

My firm provides complete financial and business forecasting services, including proforma projections. I will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements

My firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

Compilations

This firm offers full Compilation services for small to medium sized businesses.

Tax Services

My firm offers a full range of tax planning and compliance services. I will work with you year-round if necessary in order to minimize your total tax burden. The firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning 

This firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, I can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I offer full tax preparation and filing services.

Tax Preparation 

This firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation

This firm knows the tax laws, and I know how your tax return was prepared. I can provide complete representation services before the IRS as well as state and local taxing authorities. 

Payroll Services

This firm offers complete payroll preparation and payroll tax reporting services.

Sales Tax Services

This firm prepares all sales tax filings and offers full sales tax audit representation.

Gift and Trust Tax Return Preparation

This firm provides preparation of federal and state gift, and trust tax returns.

Consulting Services

The company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Financial Planning

This firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.