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We are proud to offer a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Professional services offered include:

Tax - Strategy, Preparation, Issue Resolution

The breadth of our tax service spans both personal federal and state returns as well as entity returns including those for C Corporations, S Corporations, Partnerships, Limited Liability Companies (LLCs), Trusts and Estates.

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities and maximize cash flow, keeping you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Entity Structuring

Have you struggled to determine what type of business entity makes most sense based on your overall goals? Many businesses start without fully understanding the options available when choosing a business structure, as well as the ramifications that such as structure has on their overall tax and financial liabilities. They also don't understand the documentation requirements necessary when one entity structure is chosen vs. another.

From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.


From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and overall return on investment.

These services include but are not limited to:

  • Accounting structure setup and support
  • Chart of accounts design
  • Bookkeeping (monthly, quarterly, or annual)
  • Financial report preparation
  • Cash flow budgeting and forecasting
  • Business financial statement review and assessment
  • ROI analysis


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly (garbage in, garbage out). We don't just help you use the software, we help you use it more efficiently and more effectively.

We offer the following solutions to help meet your QuickBooks needs:


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


We can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


We can help companies that have the resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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