FOR INDIVIDUALS

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, and quality service that is beyond comparison. Below we have listed the services 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 services 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.

High Net Worth Individuals - High net worth individuals have unique needs. We provide special accounting specifically designed for these clients.

Employee Benefit Plans - The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

Accounting Services - Providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. Our firm provides a full range of cost effective accounting services including the following: General ledger & financial statement preparation: Bookkeeping (Monthly/Quarterly/Annual): Accounting system setup for new businesses: Payroll services: Business tax return preparation (all states, all returns) and personal financial statements.

Bookkeeping/Write-up - Meaningful, well-organized financial records ensure that your business will run more efficiently and is the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Tax Services - We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: Tax planning & return preparation for Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift, Not-for-profit organizations and Taxing authority representation, Sales tax services.

Consulting Services - We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound in some of the following areas: Accounting software selection, Type of entity decision, Financial & retirement decisions and buying & selling a business.

Financial Planning - A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve and strengthen your financial security.

Retirement Planning - Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Pension & Profit Sharing Plans - Qualified retirement plans (e.g. defined contribution or defined benefit plans, Keoghs, SEPS…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Business Entity Selection - We can assist you in evaluating the pros and cons of each type to help you determine the most advantageous form of business for your company.