Our Services Accounting Financial statement preparation, compilations, and reviews - custom-designed to give you and your banker valuable management information Meetings with you to analyze your financial statements and help you make important business decisions Design and installation of accounting systems and procedures for your business QuickBooks training and new business set-ups by staff who are "Certified QuickBooks Advisors" Computerized bookkeeping to account for your business transactions Payroll check processing and recordkeeping to assure privacy and confidentiality of compensation Payroll calculations, reports and deposit monitoring Automated maintenance of asset depreciation records Tax Planning and Preparation State of the art planning and tax-reducing strategies for your business and family Evaluation of the tax impact of your proposed business and investment transactions Prompt responses to your tax questions Preparation of tax returns for your business: "C" corporation, "S" corporation, "LLC", partnership or proprietorship; preparation of property and sales tax returns; and preparation of personal income and gift tax returns for you and your family Preparation of tax returns for estates, trusts and retirement plans Representation during federal and state tax audits Personal Financial Planning (Performed by a CPA who is also a CFP) Preparation of comprehensive financial plans to help you achieve your financial goals Retirement planning and distribution decisions Analysis of your family insurance needs Portfolio analysis and asset allocation strategies Review of your employer-sponsored fringe benefit programs Special needs planning -- college, new home, start-up business, etc.   Business Consulting Selection of the best tax and financial structure for your business Selection of the best retirement plan for your business Owners' compensation planning Planning for purchase or sale of a business Review of strategies to improve your cash flow including the best use of excess cash Analysis of your business financial statements Assistance with your business plan and loan presentation package Assistance in structuring a buy-sell agreement including business valuation and funding considerations Family business transition strategies Lease vs. purchase decisions