Our Services

Our Services

We offer a variety of services to our individual and business clients. Because our firm is small, our clients benefit by getting personalized, quality service. Listed below are the services that we offer to our clients. This list is by no means all-inclusive, please inquire about a service if you do not see it listed.


Businesses must rely on accurate and insightful financial information to maintain profitability and to capitalize on new opportunities. Our accounting services steer you closer to your goals with accurate record-keeping and reporting.

  • General Ledger and Financial Statement Preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Payroll Processing (direct deposit available)
  • Quarterly Payroll Tax Returns
  • Sales & Use Tax Preparation
  • Invoicing
  • Accounts Payable
  • Personal Financial Statements
  • Contractor License

Income Tax

Federal and state governments are looking for increased revenues today more than ever. This may included higher tax rates, tightening of loopholes, or increasing the complexity of the ever changing tax regulations. We strive to stay up to date on the tax laws to help you optimize your financial opportunities while minimizing your tax liabilities.

  • Individual Federal and State Income Tax Preparation
  • Business Federal and State Income Tax Preparation
  • Estate Tax Preparation
  • Non¬†Profit Tax Returns (990)
  • Employee Benefit Plan Tax Returns (5500)
  • Tax Notice Resolution
  • Tax Audit Assistance

Audit and Review

Integrity, objectivity, and independence are the key factors of our financial audit and review services. These services provides assurance of the validity of financial information as well as evaluating financial procedures and internal controls.

  • School Districts
  • Governmental
  • Non Profit Organizations
  • Construction
  • Small Business
  • Insurance
  • Employee Benefit Plans