Services
Small Business
Our small business accounting services include:
- Accounting and bookkeeping
- Tax services
- Outsourced controllership
- Financial statement preparation
- Compilations and reviews
- QuickBooks Certified ProAdvisor on staff
- Payroll
- Business start-up
- Business loan assistance
- Debt restructuring
- Financial distress counseling
- Cash flow management and budgeting
- Business plan development
- Succession planning
- Audit and other attest services
Tax
Our tax services include but are not limited to:
- Tax returns for corporations, partnerships, individuals, estates and trusts, and non-profits
- Payroll taxes
- Property tax returns
- Sales tax
- IRS problem resolution
- Tax planning and analysis for individuals and small businesses
- Tax reduction strategies
- Estate and gift tax planning
Audit
Our staff has met all required professional standards and is prepared to perform audits for:
- Small businesses
- Local governments
- Non-profit organizations
Personal Finance
Did you know: 65% of high school seniors recently failed a test on general knowledge of personal finance basics?Our personal financial services include:
- Retirement planning
- Estate, gift, and trust planning
- Wealth management
- Dave Ramsey-certified financial counselor on staff
- Monthly budgeting assistance
- Savings plan development
- Debt reduction strategies
- Personal financial crisis management