What We Can Do For You

We provide comprehensive financial and business consulting services and tailor them to your unique needs. Know that compliance and confidentiality are at the top of our priorities.

Tax Consulting and Preparation
We provide Federal and State Income Tax consultation and preparation for individuals, corporations and partnerships; as well as trust, estate, non-profit and payroll taxes.

Financial Statement Preparation and Accounting
We can prepare your compiled or reviewed financial statements, along with post facto payroll, bank reconciliation and accounts receivable comparisons, as well as federal and state year end reports.

Business Consulting
We provide assistance throughout the lifecycle of your business and beyond, from start-up or acquisition, to sale and through retirement.

Retirement Plan Administration
We offer consulting and administrative services for various types of tax-deferred retirement plans such as profit-sharing plans, money purchase pension plans, including 401(k) plans, SIMPLE IRAs, Simplified Employee Pension (SEP) plans and Defined Benefit plans.

Financial Planning Services
We can help you clarify your current financial situation, needs and objectives; build a plan, and help guide its implementation to help you realize your goals.

Internal Controls Evaluation and Development
We help you evaluate your office operations and procedures, identify areas of risk and establish a plan that creates effective and efficient business operations and safeguards your assets. We are here to help the small business employer with basic guidance in human resources.

Human Resources (HR) Assistance
The small employer’s first resource for human resources matters, we offer basic guidance in human resources and the state and federal rules and laws regarding employment. We can provide help with employee salary and benefit implementation and prepare your employee handbook.