Tax Preparation and Planning

We offer comprehensive tax preparation and planning services for individuals and businesses. Our tax services include the following:
  • Individual tax
  • Business tax
  • Estate, trust and gift tax
  • Tax-exempt organizations
For a Tax preparation checklist Click Here

For a Tax Organizer Click Here

Accounting and Bookkeeping

We offer a full range of cost effective accounting services that include the following:
  • New business setup
  • General ledger and financial statement preperation
  • Bookkeeping - monthly, quarterly or annually
  • Compilation services


We offer comprehensive computerized payroll services - from preparation to filing all the necessary tax forms. Our firm can help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax

Many of our client are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.


We provide comprehensive strategies that address many of the issues affecting your business. The following is a partial list of the areas in which can assist you:
  • Business entity selection
  • Accounting/payroll software selection and implementation
  • Business valuation
  • Buying or selling a business
  • Estate, trust and gift planning
  • Management advisory services
  • Litigation support

Attest Services

We offer financial reporting services on three levels - audit, review and compilation.
  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.