Accounting & Reporting Services
- Financial statement presentation
- Court submissions
- Special reports
Tax Services – for compliance and planning.
- Individual and business tax preparation
- Various filings and reporting requirements, sales, payroll, etc
- Tax planning for businesses and individuals
- Representation before the IRS and State agencies in connection with audits, liability disputes and payment negotiations.
Advisory & Consulting Services – working with you to plan and achieve you goals.
- Business: Budgeting, strategic, and risk planning, valuations, information technology review and implementation including QuickBooks
- Individual: Estate and succession planning
Referral Services – helping you find the best team of professionals to meet your needs.
- Legal Assistance
- Financial Advisors
- Payroll Processors
- Insurance Agents