We recognize that upon thorough evaluation, a client’s needs often go beyond preparation of income tax returns and financial statements. Our services therefore encompass this type of compliance work as well as a wide range of accounting, financial consulting, tax planning, and retirement planning services:
Audit, tax, and accounting services
Audit and accounting services
Financial statements of:
- Closely-held businesses
- Employee benefit plans
- School districts and government
- Not-for-profit entities
Tax services
- Preparation of tax returns
- Client representation before tax authorities
- Individual and corporate tax planning
- Retirement planning
Management consulting services
- Preparation of forecasts and working capital requirements
- Recommendation of financing sources for operations and capital additions
- Organizational structure from a tax perspective
- Lease analysis
- Analysis of operations
Small-business accounting
- Record-keeping (QuickBooks®)
- Financial statement preparation
- Tax returns (income, sales, payroll)
Commitment to Quality
We take our commitment to quality and accuracy very seriously. We periodically engage an outside firm to review our quality control system to ensure that we are in compliance with the professional standards set by the American Institute of Certified Public Accountants. This rigorous examination helps us provide professional services of the highest quality.
*QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc., used with permission.
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