While we provide a wide range of accounting and tax services to a variety of clients, our primary focus is working with family and closely held business to handle their tax compliance and planning. We also work with our clients and their other advisors in the areas of estate and succession planning; including family wealth transfer, preservation planning, charitable giving, and retirement planning.
Our clients have gross volume ranging from $50K to $107 million per year. We have considerable experience in dealing with a wide range of financial and tax issues.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
- Income Tax Preparation for all types of businesses, and individuals
- IRS and State Audit Representation
- Payroll Reporting
- QuickBooks® setup, support and training
- Business startup services
- Monthly bookkeeping
- Financial statements - making sure your financial records are timely and accurate
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.