Attestation Services

Audits of financial statements.

Agreed upon procedures

Small Business Services

Bookkeeping Services

Bookeeper Training

Loan Package Preparation Assistance

Direct Deposit Payroll and payroll tax-related services

Sales Tax Reporting

Tax Services

Tax return preparation – including individual, business, fiduciary, estate, inheritance, and gift.

Continuous year-round planning

Analysis of tax effects of business decisions

Consultations on mergers and acquisistions

Preparation of estate and personal financial plans.

Representation before taxing authorities.

Consultation on pending tax legislation

Accounting, Compilation and Review Services

Compilation and review engagements

Litigation Support

Professional liability defense

Contract disputes

Insurance

Partnership dissolution

Expert witness testimony

Financial investigations

Divorce settlements

Damage assessment

Quickbooks ProAdvisor Services

Full range of Quickbooks services

Personal Financial Planning

Personal financial statements


Investment strategies


Cash management and budgeting


Education funding


Estate planning


Retirement planning


Insurance review

Compensation Planning

Executive compensation packages


Buy-sell agreements
Qualified retirement plans

Information Systems and Management Consulting Services

Network security analysis

Managed IT Services

Strategic Planning

Contingency Planning

Evaluation of business opportunities

Software and Hardware Training and Consultation

Off-site storage

Web site development

Bookkeeper Training

Disaster Recovery

“We Listen, We Respond”