Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice—whether you're a sole-proprietor business, a partnership or operate a multi-tiered corporation.

Our dedication to you does not stop on April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

We have trained and experienced personnel to assist our clients with their federal and state income taxes, as well as their gift and estate, payroll, property, and sales taxes.

Audit, Compilation and Review Services

The objective of an audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects and in conformity with generally accepted accounting principles. Our audits will include tests of your accounting records and other procedures we consider necessary to enable us to express such an opinion.  

An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit is not designed to detect errors, fraud or other illegal acts that are immaterial to the financial statements.

A review consists primarily of inquiries of company personnel and analytical procedures applied to financial data. A review does not contemplate obtaining an understanding of the internal control structure or assessing control risk, tests or accounting records, and responses to inquiries by obtaining corroborating evidence and certain other procedures ordinarily performed during an audit.

The objective of a compilation is to assist management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.

Bookkeeping Services

We provide a number of services, depending upon the client's situation and needs. Among these services are:

  • Handling the company's system of accounts
  • Preparing payroll
  • Preparing payroll withholding returns
  • Sales tax returns
  • Preparing financial statements