Accounting Services

  • Preparation of Compiled Financial Statements
  • Preparation of Reviewed Financial Statements
  • Preparation of Personal Financial Statements
    • Bookkeeping Services
    • General Ledger Maintenance
    • Reconciliation of Bank Statements
    • Payroll Preparation
    • Payroll Tax Return Filings
    • Sales and Use Tax Return Filings
    • General Accounting and Related Software Support
    • Quickbooks Assistance
    • Other Bookkeeping Services Tailored to the Clients Needs

Tax Services

  • Tax Planning and Return Preparation
    • Individuals
    • Corporations
    • Partnerships
    • Limited Liability Company (LLC/LLP)
    • Estates, Trusts and Gift
    • Not-For Profit Organizations
    • Representation with Federal and State Tax Agencies

    Consulting Services

    • Business Consulting
    • Quickbooks Consulting
    • Financial Planning
    • Retirement Planning
    • Estate Planning