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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As 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.

(Click Service Title For Details)

  • Audits, Reviews and Compilations
  • Bookkeeping/Write-Up
  • Financial Forecasts & Projections
  • Payroll Services
  • Tax Planning & Preparation
  • Consulting Services
  • Other Services   

    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    *Audit- an intensive examination with the highest level of assurance

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Financial Forecasts & Projections
    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    Other Services
    Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

    *Mergers & acquisitions

    *Asset protection

    *Investment review

    *Bankruptcies

    *Litigation support

    *Cash flow forecasting

    *Employee benefit plans

    *Expert witness services

    *Internet commerce

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