Services

Service Customized To Meet Your Needs

 Tax Planning & Preparation

Your tax returns are prepared and reviewed thoroughly, ensuring that you receive all of the tax benefits that are available to you. Throughout the year, we monitor tax revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.

 Accounting, Payroll and Bookkeeping Services

We can provide turnkey accounting, payroll and bookkeeping services.  We also can provide these services in your offices or provide staff training on QuickBooks or Peachtree accounting systems.

 Financial & Estate Planning

Increasing your net worth is an easier task with the help of a financial advisor. We offer financial and estate planning, including an analysis of your net worth, investment review, family gifting, trusts, retirement planning, and family business transfers.

 Tax Representation

In the event that you are contacted by the Internal Revenue Service or other tax authorities for audit, we will represent you during the examination process, conferences and appeals.

 Business Valuations

 A Certified Valuation Analyst can provide a well written, easy to understand business valuation. The purpose of the valuation is to provide sound, logical, and defensible opinions of value.  We can provide these services if you need any of the following:

• Show a lender what your business is worth when you ask for a loan

• Plan for a merger, acquisition or stock offering

• Set up an Employee Stock Ownership Plan (ESOP)

• Sell your business for a price equal to its value

• Create a succession plan

• Figure the value of a business for a divorce settlement

We offer expertise in these Core Areas:

• Audit, Review, and Compilation Reporting
• Installation and Setup of Computerized Accounting Systems including QuickBooks® and Peachtree®
• General Business Consulting
• Asset and Investment Management
• Real Estate Accounting and Taxation