Tax Planning and Preparation
We can work with individuals, businesses, non-profits, trusts, and estates to plan and prepare tax and information returns.
Receiving correspondence from the taxing authorities can be a stressful and trying experience. Our staff can work with them on your behalf to expedite matters and reach a satisfactory conclusion.
Compilations and Bookkeeping
We provide compilation and bookkeeping services for all types of businesses, non-profit organizations and local governments.
Non-Profit and Association Accounting Services
With the downturn in the economy, many local non-profits and associations have been forced to make tough staffing decisions. Oftentimes accounting functions are spread as secondary duties to staff not fully qualified to carry out the tasks, or the accounting department becomes so small that a lack of separation of duties exists. As we’ve seen time and again, this exposure to embezzlement can cause long term damage to an organization.
We are members of the QuickBooks® ProAdvisor Program. We update annually, so we are familiar with multiple years and versions of QuickBooks®.
There are many decisions that must be made in the life cycle of a business, from determining choice of entity to budgeting to retirement planning.
Divorce is one of the most stressful times in a person’s life. Ending a relationship, separating years of co-mingled assets, making very tough decisions with regard to guardianship. The entire process is fraught with peril, both emotionally and financially.