Business Services

We offer a wide range of personal and business accounting services. We would be happy
to meet with you to discuss our services and how we can help you and your business reach
your financial goals.


Tax Return Planning and Preparation

  • Individual Federal and All States (1040)
  • Partnerships (1065)
  • Corporations and LLC's (1120 and 1120S)
  • Trusts and Non-Profits (1041, 990, etc.)

Bookkeeping and Compliance Reporting

  • Complete accounting systems design and implementation
  • Periodic financial and management statements
  • Quickbooks training and assistance
  • Complete payroll services

Computer and IT

  • System and network setup
  • Training
  • Customized spreadsheet modeling
  • Internet webpage design

Other Services

  • Estate evaluation and planning
  • Personal budget planning
  • Debt restructuring
  • Investment portfolio management
  • Project analysis
  • Budgeting and forecasting
  • Business and acquisition mergers