We provide a wide variety of services that are tailored to each individual client's needs. Our services include the following:

As part of our mission to help the small business owner gain a better understanding of the tax and accounting aspect of their business, we like to be involved as a team player.  We place ourselves in the owner’s shoes and learn about our clients so that we may consult with them intelligently and effectively in many aspects of their business.  We personally visit our client’s offices and places of business so that we are physically aware of their situations.  We have a wide variety of networking sources available for qualified professionals when referrals are necessary (such as computer hardware and networking solutions, investments, legal, payroll service, insurance etc.).  Examples of consulting services we offer are:

•  Assistance with new business start-ups (how to set up and run your business)
•  Entity selection
•  Accounting software selection and implementation
•  Accounting and computer systems development
•  Development of custom financial reporting
•  Management consulting
•  Management of cash and costs
•  Employee benefits planning
•  Assistance in analyzing the purchase or sale of businesses
•  Implementation of payroll systems and reporting
•  Implementation of sales tax systems and reporting

Our personal attention is given to each tax return that we prepare.  We provide organizers and questionnaires to assist each client in gathering their tax information.  Proper planning before you make decisions that may affect your taxes is critical.  We are available throughout the year to answer your questions, so please call contact us if you have a concern. Examples of tax services we offer are:

• Preparation of income tax returns for businesses (corporations, limited liability companies, partnerships) and tax-exempt organizations
• Preparation of income tax returns for individuals and sole proprietorships
• Preparation of income tax returns for trusts and estates
• Preparation of gift tax returns
• Tax planning, including year-end planning
• Projection of tax liabilities
• Calculation of quarterly estimated tax payments and preparation of payment vouchers
• Consultation and research regarding various tax issues
• Preparation of business returns including business personal property renditions and franchise tax/business activity tax returns
• Compliance for new business start-ups
• Assistance with notices from taxing authorities
• Consultation and preparation of sales tax returns
• Although we generally prefer that each client prepare their own payroll returns or outsource to a payroll service, we offer preparation of payroll tax returns as a courtesy to our clients who specifically request it
• Assistance with Form 1099 information reporting

Accounting can be a daunting and time-consuming task for the small business owner.  We are here to help put your mind at ease.  We will meet with you to determine your options which may include doing it yourself, hiring your own in-house bookkeeper, or outsourcing to our firm or someone else.  We are well-versed with most off-the-shelf accounting software such as QuickBooks and Peachtree and have experience with many other accounting systems.  Because of our years of experience we are easily adaptable to specialized systems and systems we have never seen before, and if we can't figure your system out, we will refer you to someone who can.  Examples of accounting services we offer are:

• Financial statement compilation
• Bookkeeping services
• Assistance with bookkeeping questions including software specific questions
• Employee training
• Accounting system software selection and set up
• Assistance with preparation and/or implementation of budgets
• Controller services and support