Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, and quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to consider adding the service or referring you to a qualified professional.

Accounting Services

Accounting Services

We perform many different accounting services for our clients. Our objective is to tailor the service to meet the client's specific needs and provide relevant, timely and reliable information.

Our accounting services include

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Other Services

Litigation Support

We can provide accounting and tax assistance in existing or pending legal matters by integrating accounting, tax, analytical and investigating skills.

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Personal and Business Tax Services

We provide complete federal, state, and local tax services including tax preparation and tax planning for corporations, individuals, partnerships, limited liability companies, trust and estates. Every taxpayer's situation is unique. Our approach to taxation begins with understanding of the individual and business entity involved and your objectives.

Our tax services include

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Bookkeeping Services

We evaluate each client's specific needs and requirements in providing various bookkeeping services. Whether it is paying bills and reconciling bank accounts or providing journal entries, the service is tailored to the client.

Our services can include any of the following

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Quickbooks Services

We have numerous clients on Quickbooks. We are members of Quickbooks Professional Advisors Program and take advantage of various classes to bring our clients new and better ways to use their Quickbooks. We can assist in client set up, recording transactions and reconciliations.

We are also pleased to announce Remote Accounting Services. RAS is an easy and secure way to transfer your Quickbooks data files to our office without having to backup to disk or cd. It is a tool, installed on your computer that automatically backs up, compresses and encrypts your data, sends it to us with a push of a button. If you wish to learn more about RAS, please contact our office.

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Eldercare Services

We can provide assistance in a number of ways.

Our services are customized to meet the needs which may include any of the following