Our firm offers a wide range of services to both individual and business clients. Because our firm has a hometown feel, our clients benefit by receiving quality, personalized and dedicated service.

Please call us about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a partnering firm.

Tax Preparation and Planning

Accounting Software Selection & Implementation

• Design and implement the best accounting system including QuickBooks, Peachtree, Businessworks, and Client Bookkeeping Solutions
• Training and support on your accounting software

Bookkeeping Services

• Monthly and quarterly financial statements
• Maintain accounting records manually or electronically using QuickBooks, Peachtree, Businessworks, Creative Solutions

Compilation, Review and Audit

• Compilations, reviews and audits are three levels of assurance services that we provide.
• A compilation involves taking information provided by our clients and putting that data into the form of a financial statement.
• A review is more detailed than a compilation, but not as extensive as an audit. A review of a company's financial statements uses some analytical and inquiry procedures to give limited assurance.
• An audit provides an independent analysis of a company's financial position. An audit also determines whether a company's financial statements are fairly presented and in accordance with Generally Accepted Auditing Standards (GAAS).

 Business Consulting

• Analyze your business operations
• Advice related to mergers, acquisitions and reorganizations
• Analysis of tax implications on investments
• Entity choice

1031 Qualified Intermediary

• Advisory service regarding 1031 exchanges
• Serves as 1031 qualified intermediary
• Funds invested in client’s bank

Estate, Trust & Gift Planning

•  Income and Estate planning and filing when death occurs in a family
• Family Limited Partnerships
• Wealth transfer
• Succession plan for individual & business owners

Payroll and sales tax returns

• Payroll tax deposit
• Monthly and quarterly sales tax
• Quarterly reports- 941, DOL, State
• Annual reports, 940
• W-2s and 1099

IRS Representation

• Offer in compromise
• Audit representation

Tax Strategy for Divorce and life changing events