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​​Products & Services

Tax Representation

​Tax Preparation

Our staff offers bookkeeping, payroll, and financial statement preparation on an income tax basis Professional preparation of all federal, state, and local tax returns at competitive, affordable rates.  Returns include individual income tax returns (Form 1040), business tax returns (Schedule C with Form 1040, Forms 1065, 1120 and 1120S), payroll tax returns (Form 941, Form 940, State Unemployment Form C-3), franchise tax returns, sales tax returns, estate returns and fiduciary returns. 


Our staff provides bookkeeping services, including general ledger and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. 

​Financial Statements

Our staff prepares professional, income tax basis financial statements.  Our monthly and comparative financial statements allow business owners and managers to identify inefficiency and realize profit potential. 

​Consulting Services

We offer consulting services to new business owners to help you understand your tax filing requirements at both the state and federal level.  Learn what you need to do to establish your business. We can show you how to track your income and expenses necessary to complete your income tax return.  Find out about the tax regulations that will impact your business and ensure your business is set up for success.

​Financial Planning

We can recommend a financial planner to work closely with you to help you achieve your financial and retirement goals.