Taxes

• Tax Planning
  But don't mistake our warmth for lack of knowledge, as we can offer you expert advice in nearly every field of finance, accounting, and tax planning.
• Estate Taxes
• Tax Services
  We have compiled this Resource Center to provide you with tools and information to complement our tax services. From here, you can track your tax refund, use our handy calculators, or stay current on the latest tax issues affecting individuals and businesses.
• Roth IRA
  It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.
• Income Tax
  Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
• Tax Return Preparation
  Our staff accountants and partners specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, auditing, and bookkeeping.

Investment

• Bonds

Accounting

• Accounting Services
  Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
• Payroll Services
  While many payroll companies offer a take-it-or-leave-it, cookie cutter approach, we tailor our services to meet the needs of each individual client. And now you can get this complete, personalized payroll service more cost-effectively than ever before.
• Bookkeeping Services
  Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Planning

• Financial Planning
  Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more.
• Retirement Planning
• Annuities
• Gifting Strategies
  Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.
• College Funding