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Phone Icon (888) 588-4780

Our Services

Tax Services

We prepare all required tax returns for business and individuals to assure that you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect you, and we may recommend tax saving strategies, and serve as your advocate in tax matters.

  • Individual tax returns (a major portion of our business)
  • Audit representation with the IRS and state agencies
  • Partnership and Corporation tax returns
  • Payroll and business tax report preparation
  • Income tax planning and tax projections

    To contact us for a personal meeting, click here >>

    Accounting Services

    We can prepare or supervise the preparation of financial statements. Compilation, review or audited statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you

    • Bookkeeping services
    • Compilation, review or audited financial statements
    • Payroll preparation and payroll tax reports
    • Budgeting
    • Cash flow projections

    To contact us for a personal meeting, click here >>

    Management Services

    We can act as your financial consultant, working with you to increase your net worth, or work with you and your business advisors to solve business problems, or help you select the proper organization structure and secure adequate financing. In short, we are your business partner, your sounding board, your friend.

    • Computer selection and use
    • Pension and profit sharing plans
    • Business sales, acquisitions and valuations
    • Divorce tax planning
    • Lease-buy decisions
    • Deferred compensation plans
    • Projections, budgets and goals
    • S Corporation elections
    • Human Resource development

    To contact us for a personal meeting, click here >>

    Financial/Investment Services

    We provide state-of-art financial planning services to help you develop short and long-term goals. Regular evaluations are conduted to assess the performance of each plan and a proactive approach is utilized to ensure we help you to achieve all of your financial goals.

    • Investment Planning
    • Risk Management Evaluations
    • Income Tax Planning
    • Retirement Planning

    To contact us for a personal meeting, click here >>

    Mortgage Services

    We work directly with a number of financial institution and have a staff of qualified loan officers to handle all of your financing needs. Whether you are purchasing your first home or are an experienced real estate investor, our team of skilled professionals assist you every step of the way.

    • Home loans
    • Home Equity Lines of Credit
    • Refinancing
    • Debt Consolidation

    To contact us for a personal meeting, click here >>

    Value-Added Services

    Additional services are offered for the convenience of our clients. These include but are not limited to the following:

    • Quickbooks Training
    • Notary Public
    • Incorporations
    • Signing Agent
    • Credit Counseling
    • System Implementations