- Tax PlanningTax 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 annual tax forecasting and mid-year tax planning.
- Tax ServicesVisit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.
- Income Tax
- Tax Return Preparation
- Business Tax Return PreparationSmall business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
- Accounting Services
- Payroll ServicesTotal 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.
- Bookkeeping ServicesTimely, 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. We support all major accounting programs including Quickbooks and Peachtree.
- Financial PlanningWhether 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.
- Retirement Planning