Professional Services Rendered

  • Accounting Services
  • Income Tax Preparation
  • Business Entity Selection
  • Financial Forecasts and Projections
  • Compilations
  • Cash Flow and Budget Analysis
  • Payroll

Industry Services

  • Beauty Salon and Spa
  • Medical Practice – Pulmonary
  • Medical Practice – Podiatry
  • Medical Practice – OB-GYN
  • Medical Practice – Hospitalist
  • Medical Practice – Arthritis
  • Medical Practice – Sleep
  • Medical Practice - Chiropractic
  • Real Estate
  • Restaurants – Full Service
  • Restaurants - Specialty
  • Graphic Design
  • Distributors
  • Jewelry Retailers
  • Bakery
  • Athletic Apparel & Practice Facilities
  • Law Firms
  • Landscape and Lawn Care
  • Automobile Repair Services
  • Construction Trade Association
  • Subcontractor and Services

Accounting Services

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Accounts payable, general ledger, payroll, sales tax, bank reconciliations, & analytical services are available on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Reporting

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Financial Planning

Our Team can help with your retirement, college education, business, & personal financial planning needs. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Tax Preparation Services

Individuals

Over twenty years of experience in the preparation & filing of tax returns for individual taxpayers.

Business

Small business tax return preparation and filing instructions are offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, Sole Proprietor or Sole Member LLC, a properly prepared tax return can be filed to minimize the tax you owe.

Tax Planning

We provide effective tax planning and tax forecasting services for individual and small business clients. Review & tax planning can be done throughout the year to identify your tax position and to meet your overall objectives.