Sometimes Quickbooks and TurboTax are not the answer – That’s why we are here. We are a full service CPA firm. Below is a list of the services we offer.

Accounting Services

  • Outsourced Accounting Department
  • Bookkeeping & Accounting
  • Vendor Check Issuing
  • Bank Account Reconciliation
  • Accounts Payable / Receivables
  • Financial Statements Preparation & Analysis

Tax Services

  • Income Tax Preparation & Filing
  • Amending Prior Tax Returns
  • Nonprofit Taxation
  • IRS Resolution & Audit Support
  • IRS Payment Plan
  • Federal & State Correspondence
  • Tax Accounting Methods
  • Tax Planning and Projecting
  • Electronic Filing

Consulting & Advisory Services

  • Outsourced CFO
  • Outsourced Controller
  • Start-up Consulting
  • Business Plan Development
  • New Business Formation & Incorporation
  • QuickBooks Setup & Training
  • Lease Versus Purchase Analysis
  • Job Costing Analysis
  • Debt Analysis
  • Financial Budgeting
  • Succession Planning
  • Business Valuations
  • Mergers & Acquisitions

Payroll Services

  • Payroll Check Issuing (including Direct Deposit)
  • Quarterly Payroll Tax Processing
  • Year End W-2 & 1099 Processing
  • Electronic Federal Tax Payments System (EFTPS)
  • After-the-Fact Payroll Processing

Assurance Services

  • Regulatory Audits
  • Financial Statement Audits
  • Reviews & Compilations
  • Quality Control Analysis
  • Risk Advisory

Financial Services

  • Retirement Plan Design & Implementation
  • Retirement Plan Asset Management
  • Succession Plan Design & Implementation
  • Employee Education
  • Corporate College Savings Plans

Insurance

  • Employee Health Insurance Plans
  • Health Savings Accounts
  • Employee Benefit Plans
  • Workers Compensation Insurance
  • Business Insurance

  • Contact us
  • Schedule an online appointment
  • Find a location near you.