We offer a full slate of accounting and tax services to our individual and business clients.
We recognize the importance of easy access to information, which is why our systems are cloud-based and can incorporate real time information.
Small-Medium Business Services
- Develop, update and maintain accounting systems
- Assist in preparing for and complying with external auditors
- Compilation of financial statements and other reports for any need (e.g. bank loan, tax return, bonding, asset and liability management)
- Preparation of federal and state tax returns, monthly and quarterly tax reports or provision of tax-ready information to your chosen financial professional
Individual / Family Services
- Customized accounting and reporting system
- Preparation of regular, timely reports that track income and spending at a detailed level
- Compilation of financial information and reports for bank loans, court proceedings, tax returns, net worth tracking and asset and liability management
- Preparation of individual federal and state tax returns or provision of tax-return-ready information to your current accountant for the necessary filings
- Financial service to individuals going through divorce or facing other family law matters