Attest Services

We can provide you with the financial reports you need for your business. Whether an audit, review, or compilation, we will tailor our work to the level of service you need. Many small businesses need only a compiled financial statement for their internal use or for their bank. Other businesses require an audit or review of their financial records for loan covenants, regulatory agencies or other purposes. TOP

Compilations

Many times a compiled financial statement is all that you require. Compilations are based on information provided by the client and we express no assurance on the financial statements. These can be prepared in conjunction with tax work or as a separate engagement. We commonly provide compiled financial statements for our clients in the professional services, retail, construction, nonprofit, restaurant, and other industries. TOP

Audits and Reviews

When you need assurance on your financial statements, you need an audit or a review. We perform audits and reviews for nonprofit organizations, construction contractors, and other types of small businesses. We also perform employee benefit plan audits. TOP

Financial Projections/Forecasts

Sometimes a business needs to look forward and create a projected or forecasted financial statement. These statements are typically used to help secure financing for a new business or a new venture. We can help you compile these statements. TOP

Tax Services

"The hardest thing in the world to understand is the income tax." Albert Einstein. The tax code is complicated and filled with many opportunities and pitfalls. We will develop a tax strategy that best fits your situation. TOP

Tax Preparation

Our income tax preparation services include individuals, corporations, partnerships, trusts, and estates. We also specialize in other areas of taxation, including payroll, sales and excise, nonprofit, and gift. TOP

Tax Planning

"With luck a dollar invested could be a tax deduction." The opportunity to lower your taxes in a particular situation generally occurs in the planning stage. If you wait until tax time, it may be too late. We can help you sort through different options so that you pay the least amount of tax allowed by law-both in the current year and in the future. TOP

Tax Estimates

"What is the right amount of tax to pay in? I just started a business, how do I pay taxes now? Can I reduce these estimated payments since my business income is down? I just completed a big sale, how much tax do I need to pay in?" We can help you find the answers to all these and more questions. TOP

Notice Response/Audit Assistance

No one like to get letters from the federal or state government. If one does arrive, we are here to help. We can review the notice and help you take action to resolve the situation. TOP

Bookkeeping Services

Understanding the finances of your business will help you to better manage your business. Knowing your current position will help you figure out how to achieve your goals. Our staff will help get your accounting records in order so you know the financial status of your business. TOP

General Ledger Maintenance

Your financial statements come from the information in your journals and ledgers. We can help you develop good financial information. Our services range from making adjustments to your general ledger, to preparing checks, reconciling bank accounts and preparing payroll checks. We have staff with almost 100 years of experience to provide you with the level of service you require. TOP

QuickBooks Assistance

We have several accountants who work with QuickBooks on a daily basis. We can help you with your QuickBooks questions and problems. TOP

Payroll Services

Whether you need help preparing payroll checks, determining the amount of a bonus check, determining taxes, preparing quarterly tax filings, or preparing the annual W-2s, we are here for you. TOP

Sales Tax

We can help you prepare your sales tax returns or research your sales tax questions. TOP

Consulting

We thrive on your personal and business success. We can provide you with an objective analysis of your business and provide solutions to areas which are reducing profitability. TOP

New Business Formation

When starting a new business, you have many questions. How should I organize my business? Should I be a sole proprietor, corporation, or limited liability company? What forms do I need to get started? Can I get a financial projection? How much will this cost me? What records must I keep now? We can help you through all of your questions to get your new business going. We can also help with the paperwork. TOP

Accounting System Design and Implementation

If you are considering purchasing a new accounting system or are starting a new business, we can help you set up your accounting system and make it function properly for you. We want you to have the financial information to make important business decisions. TOP

Valuation Assistance

When buying or selling a business, it is vital to know the value of the business. Also, certain events in life such as a death or divorce will require knowing how much your business is worth. We can provide you with an objective analysis to assist you with valuing your business. TOP

Personal Financial Planning

We can also help you evaluate your personal financial situation. No matter what the situation, we are here to help. Whether it be a birth, job change, marriage, divorce, retirement, death - or whatever else life throws at you, we are here to help guide you through the financial impact. TOP