Services
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Accounting Services
My firm offers a complete range of accounting services, including receivables, payables, and payroll management. I can prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. My firm will also prepare custom financial reports for internal, managerial use.
- Bookkeeping/Write-Up
My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
- Cash Flow & Budgeting Analysis
My firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many clients state that these value-added services are indispensable.
- Financial Statements
My firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a businesses full profit potential.
- Attest Services
My firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.
- Reviews and Compilations
My firm offers full Review and Compilation services for small to medium sized firms.
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Taxation Services
My firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. My firm also prepares all federal, state and local tax returns for individuals and businesses.
- Tax Planning
My firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
- Tax Preparation
My firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
- IRS and State/Local Representation
My firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
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Financial Planning
My firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
- Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
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Small Business Services
My company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
- Management Advisory Services
My firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
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