Services

Tax

The firm offers a variety of tax services according to the specific needs of the client, including tax preparation, planning, and consulting as required by the business, individual, estate or trust.

Accounting

The firm provides bookkeeping and periodic compiled financial statements where management has elected to omit substantially all the disclosures and the statement of cash flows required by accounting principles generally accepted in the United States of America.  Compilations may also be provided where management has elected to use the tax basis of accounting.  The firm may also provide compilations on prescribed forms.

Computer consulting

The firm provides an effective resource to its clients in the installation and operation of various accounting software packages.  The professional may offer minimal or extensive service to the client as needed.

Business advisory

The firm provides advice on business administration including assistance with business licenses, Secretary of State filings, and support for business management as questions and issues arise.