Consulting Services

It is a natural practice for our firm to provide tax planning services to our clients before their year end. The primary reasons for tax planning are to educate our clients and prepare them for the current year tax reporting. We may review our client's situation to determine whether or not additional entity structuring is advantageous. 

We also strive to develop key relationships with bankers, brokers, and attorneys in order to provide our clients with quality referrals. We recognize that our client's trust is important and we believe our clients are important to us. 

Accounting and Review Services

There are various reasons why you or your business need to provide financial statements prepared by your CPA. Our firm provides compiled or reviewed financial statements for our clients to provide to their banks, surety, management, and other interested buyers. 

In addition, we provide accounting consulting services including training your staff, reviewing your month end financial statements, recommending internal control procedures, and trouble shooting accounting issues. We employ QuickBooks ProAdvisors to help our clients solve technical issues with their accounting software. We also pass savings down to our clients through the ProAdvisor program.

Tax Services

The firm provides more than the preparation of C Corporation, S Corporation, Partnership, and Individual tax returns. Our staff reviews your specific situation for potential tax benefits. These benefits may include tax credits or deductions available for your industry or other potential benefits that we bring to your attention. We strive to provide a quality tax service by reviewing the tax law and consulting our clients. 

In addition to the preparation services we represent our clients when they have been notified by the federal or state government for an intended audit or an additional assessment. We believe we reduce our client's stress during this process by communicating with the tax authorities on behalf of our clients.