Our firm provides income tax, accounting, financial statement auditing, business and tax planning, and other services to individuals, partnerships, corporation, estates and trusts, and non-profit organizations.

Following is a comprehensive list of the services our firm can provide:

Bookkeeping and Payroll

  • Monthly or quarterly bookkeeping
  • Payroll check-writing and record keeping
  • Payroll reports and deposit preparation
  • Forms W-2 and Forms 1099 preparation at year-end

Development of Cafeteria Plans and Other Employee Benefit Programs

Tax Planning – We seek ways to preserve your assets for your heirs, avoid estate taxes, and minimize probate problems. This service is normally provided in concert with your attorney and financial advisor to assist in the accounting for and valuation of assets and liabilities.

Financial Planning – This service is often provided in concert with those of your certified financial planner and attorney.

Computer Consulting

Software – We can analyze your needs and help you select the right software to accomplish your objectives. We can install this software and insure your system is operational and running efficiently. We can continue to support you with future software problem-solving.

Hardware – We can assist you in selecting the right hardware to run the software you have selected, insuring your system can expand for future needs. We can also perform the actual installation and hook-up of system components.

Real Estate

  • Real estate investment analysis
  • Real estate tax reduction through reappraisal and appeal
  • Financing alternatives

General Business Consulting and Management Advisory Services

  • Budget analysis
  • Business valuation
  • Cash-flow analysis
  • Make or buy decisions
  • Analysis of best course of action regarding whether to form a corporation, a partnership, a limited liability company, or to operate as a sole proprietor; and the tax advantages of each
  • Market analysis for business expansion
  • Market feasibility studies
  • Assistance in establishing business contacts
  • Assistance in arranging lines of credit and bank services

Income Tax Return Preparation

  • Individuals
  • Partnerships
  • Corporations
  • Estates, Trusts, and Fiduciaries
  • Decedents Estate
  • Gift Returns
  • Non-profit Organizations


The fees for our services are based upon our standard hourly rates for the time expended in performing the service. Unless other arrangements are made, these fees are due when the service is rendered. Fee estimates are available and should be discussed before the work is begun. Should you ever have a question concerning a fee charged, please do not hesitate to ask.

Contact Us

Please Contact Us to discuss any major financial transaction to insure favorable tax and economic benefits are maximized.