Services Include:
- Monthly & Quarterly Bookkeeping
- New & Existing Business Accounting & Consulting
- Financial Planning
- Estate Planning
- New Business Start-Up
- Payroll Services
- Payroll Tax Preparation
- Business & Individual Tax Planning & Preparation
Business & Individual Specialized Services Include:
- Check Writing
- Cash Management
- Individualized Services (as requested)
Other Services Include:
We hope our clients come to consider us as part of their management team, seeking our input or assistance in evaluating major decisions such as:
- Business Acquisition/Disposition
- Loan Structuring & Business Planning
- Pension/Retirement Planning
We also work with many individuals to create a personal financial or estate tax plan.