Below we have listed the services that we offer to our clients along with a brief description. The list below is by no means all-inclusive; please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Preparation

• General Tax Planning & Preparation
• Personal Returns
• Partnerships, Corporation & S-Corporations
• Estates and Trusts Form 1041
• Gift and Estate Tax Forms 706 and 709
• IRS Representation
• Pricing is based on time spent and level of expertise.

Accounting

• Bookkeeping/Write-Up
• Business Consulting
• Business Entity Selection
• Business Succession Planning
• Buying & Selling a Business
• Cash Flow & Budgeting Analysis
• Compilations
• Consulting Services
• Estate Planning
• Financial Planning/Financial Statements
• QuickBooks Setup & Assistance
• Retirement Planning
• Consultation
• Initial Consultation is free
• Reporting
• Payroll (Monthly, Quarterly, Annually)
• 1099s
• 990 road tax and miscellaneous reporting

Industries Served

• Construction
• Energy Services
• Financial Institutions
• Farming
• Healthcare
• Insurance
• Manufacturing, Wholesale/Distribution & Retail
• Nonprofit
• Professional Services
• Real Estate
• State and Local Government
• Technology