Enter the Client Center
We offer a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Accounting and Bookeeping Services
  		• Tax Services
  		• Attest Services
  		• Mergers & Acquisitions
  		• Valuations and Litigation Support
  		• Financial and Retirement Planning
  		• Business Consulting
  		• Eldercare Services
    Accounting and Bookeeping Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement compilation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for businesses

    *Payroll reporting and tax services

    *Business tax return preparation (Sales & Use/Business Property)

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    Tax Services
    Tax Planning and Preparation form a winning combination for our successful individual and business clients. Whether you are an individual or multi-tiered partnership, our experienced staff can develop tax strategies and prepare your return to take full advantage of new tax laws and legislation. Tax services offered include but are not limited to:

    *Tax planning & return preparation

    *Individuals

    *Corporations and Partnerships

    *Not for Profit Organizations

    *Estates, Trusts and Gift

    *IRS Representation

    *Divorce and Support issues

    *Tax effects of buying/selling a business

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    Attest Services
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Whether an audit, review or compilation is required, we deliver quality attestation services in a cost-effective manner, providing our clients with value and third-party users of financial statements with the assurances they need. Our assurance services include:

    *Audits

    *Reviews

    *Compilations

    *Agreed-Upon Procedures

    *Financial Forecasts and Projections

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    Mergers & Acquisitions
    Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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    Valuations and Litigation Support
    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business, professional degree or pension is important. We can provide useful and objective analysis to assist you in the valuation of any or all of these areas.

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    Financial and Retirement Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for you and your management staff, we provide comprehensive, flexible strategies that address the issues affecting your business. We'll do what it takes to get the results.

    *Entity selection

    *Succession Planning

    *Computer Consulting

    *Accounts Receivable Management

    *Cash Flow and Budgeting Analysis

    *Management Advisory Services

    *On Site Controller Support

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    Eldercare Services
    Do you have an aging parent who needs assistance each month paying their bills and managing their paperwork?

    Do you need the kind of help a trusted relative or friend might provide?

    Do you need help making sure your loved ones are not being taken advantage of?

    Do you need someone to act as your liason in financial or personal matters?

    This is what Eldercare is all about. Don't let your careful planning for continued income be lost because no one was there to care. Adding Eldercare professionals to the diverse mix of people needed to fulfill the financial plan you or your loved ones has developed is a smart move. Ask us about a customized plan to fit your needs.

    Various Services Available:

    *Coordinating & evaluating long-term health care financial options

    *Handling business and personal correspondence

    *Intercepting telemarketing and junk mail scams, protecting you from financial predators

    *Paying bills and bookkeeping, Balancing checkbook

    *Serving as liaison in financial matters

    *Preparing tax returns

    *Handling estate details

    *Coordinating investment programs

    *Providing periodic reporting to client and/or family members.

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