• Preparation of Individual, Business, and Not-For-Profits Organization Tax Returns
  • Planning for Individuals and Businesses
  • Representation Before IRS and Local Tax Authorities
  • Planning and Implementation of Deferred Compensation Plans (e.g. Profit Sharing Plans, Cafeteria Plans)


  • Prepare Payroll, Direct Deposit Checks, and Transmit Payroll Tax Deposits
  • Prepare Sales Tax Returns
  • Prepare Monthly General Ledger and Reconcile Bank
  • Check Writing
  • On-Site Accounting Services

Audit & Accounting

  • Audits, Compilations, and Reviews
  • Personal Financial Statements
  • Monthly Accounting Services
  • Projections and Forecasts
  • Acquisition and Divesture Audits
  • Activity-Based Accounting
  • Operational Reviews
  • Assistance in Securing Bank Loans
  • Business Valuations

New Business

  • Choosing new business format
  • Organizing your business plan
  • Registering your business with government agencies
  • Organizing your bookkeeping