Our firm has the resources, experience, and depth of knowledge to offer a wide range of services to our individual and business clients.  Because our firm is small, our clients benefit by getting personalized quality service this is beyond comparision.  We can provide the services listed below in a professional, timely, and cost effective manner.  This list is not all-inclusive, if you have needs that are not shown, please inquire.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

• Tax Planning and Tax Return Preparation Services
  

We design effective strategies to minimize taxes and preserve wealth for our clients, whether you are an individual, business, estate, or trust. We can also prepare all tax returns for businesses and individuals.

• Accounting and Payroll Services

In the diverse world of business, some companies find it difficult to manage the many functions required to run their business. Outsourcing of the accounting and payroll functions is efficient and cost effective. We can take care of all your bookkeeping and payroll needs, from recording monthly transactions, to preparing your payroll checks.

• QuickBooks Installation & Support                                      

Although Quickbooks is organized for the layman to understand, the initial setup and installation must be done correctly in order for future information to be valid.  As Quickbooks Certified Advisors, we can offer QuickBooks installation and support services for businesses and individuals who utilize QuickBooks accounting software for their accounting needs. 

• Web and On-Line Services

Here's a ultra-convenient and secure way to access documents and software, transfer data, and exchange information with our firm any time and from any location with a secure, password-protected private portal on our website.  Through a portal, you can access your personal financial documents, Client Bookkeeping Solution® software, and convenient online communication tools.  Other services include: Remote Payroll Data Entry and Check Printing, and Web Employee for your employees to access their payroll information.