Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
- Find the right software—secure, cost-effective, and scalable.
- We analyze your business needs and recommend the best fit.
- Choose between locally-hosted or cloud-based (SaaS) options.
- We assist with setup, implementation, and training.
Bookkeeping/Write-Up
- Ideal for businesses without accounting staff or outdated systems.
- Ensure smooth financial operations with professional bookkeeping.
- Get strategic advice as your business grows.
Business Consulting
- Identify problems, opportunities, and growth potential.
- Expert guidance on restructuring, expansion, and business sales.
- Objective advice to optimize efficiency and strategy.
Business Entity Selection
- Choose the right legal structure (LLC, S-Corp, Sole Proprietorship, etc.).
- Balance tax benefits, liability, and operational needs.
- Get ongoing guidance as your business evolves.
Financial Analysis
- Gain insights through detailed financial assessments.
- Improve efficiency and competitiveness with data-driven decisions.
- Projections for revenue, liabilities, and profit under various scenarios.
Retirement Planning
- Personal and business retirement planning tailored to your goals.
- Help selecting and managing employee retirement plans.
- Compliance guidance and long-term financial security strategies.
Sales Tax Services
- Ensure compliance with complex state and local sales tax rules.
- Accurate tax calculation, filing, and reporting.
- Avoid penalties by staying up to date with changing regulations.
Tax Preparation & Planning
- Reduce tax liability for individuals and businesses.
- Expert preparation, filing, and strategic planning.
- Stay compliant while maximizing deductions and credits.