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Here's What We Can Do for You

"Beware of small expenses; a small leak will sink a great ship."
-- Benjamin Franklin (1706-1790)

Offering tailored services to our individual and business clients is an essential part of our business philosophy. We can provide the level of service that is right for your company. Below is a list of services that we provide as well as a brief description.

Should you require a service that is beyond our area of expertise, we will be happy to refer you to an appropriate professional.

(Click Service Title For Details)


Employee Benefit Plans
Are you considering an employer-provided benefit plan? Let us assist you with the development, implementation and administration of your employee benefit plan.


Accounting Services
Timely and accurate financial information is essential in the management of any business. Well-maintained and organized financial records ensure that your business will operate smoothly and efficiently on a daily basis. Our firm can provide a full range of services including the following:

  • Computerized payroll services
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Personal financial statements
  • Litigation support
  • Business tax return preparation (including Sales & Use/Business Property)
  • General ledger & financial statement preparation


Bookkeeping/Write-Up
Let our professionals assist you with the day-to-day tasks associated with
bookkeeping. Our staff is trained to input and categorize all your income and expenses, post to a computerized check register, and balance your accounts.


Financial Statements
We can provide financial statements that meet professional standards,
(but we express no opinion or any other form of assurance on the underlying information included in them). Financial statements are an essential tool in establishing short and long-term goals and are fundamental in measuring the "pulse" of your business.


Tax Planning & Preparation
Tax planning and preparation are requirements for success. Whether you are an individual, a corporation, LLC, or a partnership, our professionals can develop tax strategies that take advantage of the latest tax laws and legislation.


IRS Representation
Sixty-five years of experience guarantee a high level of competence and confidence as we represent our clients before both federal and state tax agencies. That competence and confidence is the result of our status as enrolled agents. An Enrolled Agent (EA) is an individual who has demonstrated technical competence in the field of taxation. Enrolled Agents, or EAs, can represent taxpayers before all administrative levels of the Internal Revenue Service. "Enrolled" means EAs are licensed by the federal government. "Agent" means EAs are authorized to appear in place of the taxpayer at the Internal Revenue Service. Only EAs, attorneys and CPAs may represent taxpayers before the IRS. Only Enrolled Agents are required to demonstrate to the Internal Revenue Service their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation. EAs are the only taxpayer representatives who receive their right to practice from the United States government. (CPAs and attorneys are licensed by the states.)


Payroll Services
We offer a completely computerized payroll service that is cost effective and easily tailored to your needs. We can generate your payroll checks, provide direct deposit and fulfill all federal and state reporting requirements.


Sales Tax Services
Many of clients collect and submit sales taxes in several states. We can assist your company in the preparation of sales tax returns in an efficient and timely manner.


Pension & Profit Sharing Plans

Qualified retirement plans can be a useful tool providing significant tax advantages for businesses and self-employed individuals. Our Professionals can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.