Client Services

“The hardest thing in the world to understand is the income tax.”
— Albert Einstein, physicist

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, 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.


Tax Services

Tax Planning & Preparation

Tax planning & preparation form a winning combination for our successful individual & business clients. Whether you are an individual or a business entity, our experienced staff can develop tax strategies that take advantage of new tax laws & legislation.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal & state tax agencies.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis & are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Consulting Services

Consulting Services

We gauge our worth by the personal & business successes of our clients. We can help your business identify areas negatively affecting profitability & growth & develop solutions that are practical & technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection & implementation

*Type of entity selection

*Small business start-up & growth

*Buying/selling a business

*Financial & retirement decisions

*Estate, trust, & gift planning

Other Services

Notary Public

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.