Skip page Logo and Brand information to navigation. Skip page header section and navigation, to main content.

Learn More About Our Services

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Trust/Estate Accounting

We assist our clients in handling the tedious duties of keeping up with the accounting requirements required by law with regard to Trusts and Estates. Our services range from continuous bookkeeping services to the actual preparation of Trust or Estate Accountings that satisfy requirements set forth by state law.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

Quickbooks Training

We offer one on one training for Quickbooks customers. We can help you with everything from setting up your Quickbooks to educating you on all of the wonderful capabilities this program offers.

Tax Preparation Services

Individual Tax Returns

A core specialty is the preparation of tax returns for individual taxpayers. We use the latest in tax preparation software and participate in various continuing education courses annually so we can provide our clients up to date and accurate tax compliance. We prepare both Federal and State returns covering a multitude of states.

Business Tax Returns

Small business tax return preparation is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor we can assist you with your tax compliance needs. We use the latest tax preparation software and participate in various continued education courses annually in order to provide our clients with accurate and up to date compliance services. We prepare both Federal and State returns for a multitude of clients around the country.

Trust/Estate Tax Returns

We are experienced in the preparation of Federal and State tax returns for both Trusts and Estates. We continuously educate ourselves on the new tax laws related to Trust and Estate tax. We help our clients navigate the confusing and often frustrating world of tax compliance as it relates to Trusts and Estates.

Tax Planning Services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent tax forecasting throughout the year.

Send Us a Message

We would love to hear from you!


Get clarity on your tax and accounting situation

Call (321)752-4739