What do we do?
As previously mentioned, we are a tax and accounting firm. In regards to the tax services we offer, we prepare income tax forms for the federal government and for all states and municipalities. We also prepare personal property tax forms. In addition to form preparation, we provide consulting and advisory services tailored to meet your tax needs and goals. Effective planning can include cash management, tax minimization, estate planning and retirement planning. Our objective is to work with you and for you together with your other trusted advisors. We achieve this by forming an understanding of your specific industry or individual situation. Then, we work with you and your other advisors to craft a plan that will meet or exceed your business or personal needs. We like to take an active role and address issues before they become problems.
For our accounting clients, we provide QuickBooks assistance, accounting services (at client or our office) and financial statement preparation and overview. Our accounting services include, but are not limited to, review of entries made by you, creating and/or booking entries, file record maintenance and review of accounting procedures. Our financial statement preparation and overview services include issuing compiled financial statements and creating and/or booking any entries used to compile the financial statements. We currently do not provide review or audit services. We also offer other financial analysis including cash flow management, debt review, job costing, and more.
We provide general business and/or individual consulting and advisory services. These include items related to risk assessment, strategic planning, catastrophe planning, insurance review, and general business planning. As with tax consulting and advisory services, we will work with you and for you to enhance your business and/or individual needs and goals.