Our firm's mission is to be a leader in providing individuals & small businesses with solution-oriented accounting services, while preserving traditional values in an evolving technological and regulatory environment. We offer a wide range of tax, accounting, & business consulting services.
Our services include the following:
1. Preparation of individual, partnership, estate, trust, and corporate tax returns.
2. Assistance with tax planning, and tax strategy development and implementation.
3. Providing support related to entity formation and taxation.
4. Performing tax research to resolve client questions, suggest and evaluate potential tax strategies as well as determine compliance accuracy.
5. Accounting & bookkeeping services using Intuit QuickBooks Online.
6. Use of Generally Acceptable Accounting Principles (GAAP) in accounting reporting.
7. Full understanding of the Sarbanes-Oxley Act as it relates to compliance by public companies & its impact.
8. Preparation of and reporting on all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports.
9.Providing timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations, where necessary.
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