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Accounting Services
- Business and Personal Tax Compliance and Planning Services
Although we provide a wide range of services to many of our clients, most of our clients first come to us looking for help in preparing their tax returns. We prepare corporate (including S
corporations), partnership, estate, fiduciary and of course personal tax returns.
We also encourage our clients to take advantage of our planning services. We assist with a wide range of tax, wealth and legitimate asset protection planning services that will help you keep and
protect more of what you earn. We can work with your attorney to assist you with choosing the proper entity and ensuring that you have the correct trust in place for estate as well as asset protection
services.
- QuickBooks Pro Advisory Services & Consulting
We have an accredited "QuickBooks ProAdvisor" on our staff that can assist you with your in house bookkeeping as well as "after the fact" bookkeeping. We promise that you will be treated respectfully
- regardless of your level of expertise. So many of our clients tell us horror stories of how they were treated by their previous consultants. They were forced into generating statements that did not
meet their needs or they were berated for not understanding the consultant. We pride ourselves in helping you meet YOUR needs and explaining things in a way that you can understand.
- Accounting or Bookkeeping Services
We can provide monthly, quarterly or annual financial statements that will not only assist you with your tax planning but will also prove to be a valuable tool in managing your business and maintaining
or improving your profitability.
- Professional Assistance Working With Taxing Authorities
Unlike the ridiculous ads that you see on television or hear on radio, we cannot promise settlements for pennies on the dollar. The truth is that no reputable practitioner can. However, what we can
promise is that we will do all that is possible within the law to help settle your case the most advantageous way possible and do our best to see that your rights are protected.
We will also represent you if you are being audited - regardless of whether or not we originally prepared the return.
We are often engaged by our clients to perform a lot of services not listed above which we call "special projects." If it is something we cannot do (such as drafting a legal document like a trust) we can refer you to one
of the many top quality professionals with whom we have built a relationship over the years.
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