Services

We offer the same traditional services as most CPA offices, with a twist. You will find you can do business with us through our website or by coming in to see us. The option is yours, click on any of the services we offer to see how we can help you.

Accounting

We work with you to design an accounting solution that works best for your business’ needs and budget.

Traditional accounting services offered are: payroll and sales taxes services, reconciling bank accounts, compiling financial information, making necessary adjustments, preparing financial statements, and providing objective professional analysis.

While each client presents a unique situation, our services fall generally into three time-oriented categories:

Annual — If you maintain accounting records manually, electronically with QuickBooks, or any other form of record keeping; provide us those records annually and we will prepare financial statements and business tax returns.

Monthly — We design and implement the best possible accounting system to meet your budget, be that software such as QuickBooks, a manual system, or a web-based system to allow 24/7 anywhere access to your information.

Daily — We become your accountant. We can record your income, reconcile the bank, prepare financial statements, and file your payroll and sales tax returns, and more, specifically tailored to your budget.

Our clients save money by not having additional employees on staff that requires paying payroll taxes, health insurance, pension plans, and other employee related costs. We become their internal accounting department, at a fraction of the cost!

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Business Taxes

Traditional tax services offered are: payroll and sales tax services, business income tax preparation, excise taxes, and other tax reportings as required by your business.

While each client presents a unique situation, our services fall generally into three time-oriented categories:

Annual — If you maintain accounting records manually, electronically with QuickBooks, or another form of record keeping; provide us those records annually and we will prepare your business income tax returns and any other annual reporting requirements you have such as W-2s or 1099s.

Quarterly – If you have a quarterly tax reporting requirement, such as sales tax or payroll, bring us your records and we can satisfy your quarterly tax requirements.

Monthly — We implement the best possible tax reporting system to meet your budget. We can compile the information necessary to complete any monthly tax reporting requirements you may have.

We become your internal tax department.

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Individual Taxes

Income tax preparation and tax planning.
While priced competitively with the national tax preparation companies, the similarity stops there. With us, you get:

  • a licensed, experienced CPA or Enrolled Agent authorized to practice before the IRS
  • consistency—the same professional person year-after-year with tax law updates throughout the year to answer your questions and provide guidance on tax matters
  • e-file service at no additional cost
  • tax problems resolved quickly (through secure online connectivity with the IRS)
  • secure, online, 24/7 access to your tax return (see below for details)
  • the ability to compete your tax organizer online
  • a professional copy of your tax return for your files

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Estate Planning

Estate planning services include wills and living trusts.

We offer insurance products including Annuities, Life and Long Term Care.

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IRS Problems? We Can Help!

Pressure from the IRS is one of the most unpleasant and frightening experiences you can have. Despite what you imagine, it can happen to just about anyone. Every year, thousands of otherwise law-abiding Americans get behind in their taxes and many get in trouble with the IRS. Getting an IRS settlement can alleviate a lot of stress and burden. With over 55 years of combined firm IRS settlement experience we are here to answer your questions and solve your IRS problems.

You may qualify for a settlement to reduce your back taxes to a fraction of the amount you owe. The IRS allows you to negotiate a tax settlement for less than the total amount owed or agree on another method of collection over a period of time. We complete a personal analysis of your situation to determine how you fit in the IRS’s Tax Settlement options. We then act on your behalf to settle the tax issue. Once a settlement has been negotiated, you will be in good standing with the IRS.

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Online Access

Through a secure portal on our website, we share 24/7 access to your Quickbooks data. No more dropping off backups or sending portable files. We work on your live file at the same time you do so your books stay current. We provide the accounting support you need.

Call today to schedule an appointment!