Our firm provides a variety of professional services to individuals, businesses, governments, and not-for-profit entities. Our experienced and qualified professionals are dedicated to building and maintaining strong client relationships to assist you in an ever-changing financial world.
We’re readily available throughout the year to address any problems or issues which may arise. When considering our qualifications, experience, availability, and fee structure, we believe our firm to be the best qualified to meet all your financial and business needs.
Our services include:
- Tax Preparation
- Tax Planning
- Tax Representation
- Qualified Intermediary
- Accounting and Bookkeeping
- Small Business Solutions
- Homeowner Assiociation Management
- Compilations, Reviews, and Audits
- Financial Forecasts and Projections
- Cash Flow and Budgeting
- Peer Review
Our firm provides tax preparation services to various clients and industries, to include individuals, small businesses, trusts, estates, and not-for-profit organizations. Our professionals stay current with changing tax laws to ensure you receive the most qualified and competent service.
We evaluate each client’s particular needs and objectives to set long-term financial goals and strategies that help minimize taxes under today’s complex tax environment.
We work closely with the IRS and other taxing authorities to represent our clients in the event of an audit. You can count on our experience and knowledgeable staff to navigate you through the process.
Facilitating a §1031 like-kind exchange of investment property can be a daunting process. Our firm can act as a qualified intermediary to hold and disburse escrowed funds in an effective and efficient manner.
Many small businesses find that our accounting and bookkeeping services provide them with an invaluable tool for evaluating interim and annual financial performance to make smart business decisions. These services include items such as preparing bank reconciliations, posting general ledger transactions, processing payroll, and financial statement preparation. We tailor these services to your needs and can perform them monthly, quarterly, or annually.
In addition to processing payroll, we also provide payroll compliance services such as tax deposit calculations and preparation of quarterly and annual payroll returns to include Forms 941, W-2s, and Forms 1099.
As you start a business, we can help you select the proper organizational structure. The business type you select can have a significant impact on your taxes and potential liability. We can assist at every level as your business grows and expands. Whether you’re considering buying, selling, or merging with an existing business, we can provide expert advice to help you structure the transaction.
Many small homeowner and property associations find the day-to-day tasks of bookkeeping to be a time consuming process. Our firm can provide financial management services such as billing and collection, accounts payable, financial statement preparation, and budgeting.
We provide all three levels of assurance services under guidelines established by the AICPA. Compiled, reviewed, or audited financial statements can be prepared depending upon your needs. Our firm specializes in governmental, not-for-profit, and compliance auditing and participates in the AICPA peer review monitoring program to ensure your financial statements are prepared in accordance with the latest industry standards.
Our firm can help you achieve maximum success and profitability with financial forecasts and projections designed to help you manage your business.
In today’s uncertain economy, budgets can be a useful resource in heightening your awareness of cash flows and understanding financial performance. Our professional staff can evaluate your financial information and help develop budgets to establish and maintain future financial goals and objectives.
Our professionals have obtained training and certification to perform peer reviews under AICPA standards. Peer review is a vital part of our profession to ensure CPAs adhere to the utmost professional standards in performing and reporting on attest and other engagements. We specialize in governmental, school district, Yellow Book, and Single Audit industry codes.