Services Offered
We offer an array of Services to our clients. Want to know more? Simply highlight the area of interest.
Accounting Services
Bookkeeping
Complete bookkeeping services for small businesses.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Total payroll services for small business clients.
Financial Services
College Funding
Education IRAs and 529 College Funding Plans
Investment Planning
Investment tax planning strategies as alternatives to CDs, savings accounts, and taxable stock and mutual fund investments.
Life Insurance
Advice on Life Insurance (Term and Permanent) and Health Insurance (PPO and HMO)
Retirement Planning
Tax and financial planning related to qualified plans (401-K, 403-B, 457, Profit Sharing), IRAs (Traditional & Roth), & Annuities (Fixed & Variable).
Tax Preparation Services
Individuals
Tax returns and filing instructions have been prepared for 100's of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.