ACCOUNTING SERVICES
Accounting software selection
Bookkeeping
Bill paying
Preparation of monthly/quarterly/annual financial statements

AUDIT, REVIEW and COMPILATION SERVICES
Audits, reviews and compiled financial statements
Nonprofit organization audits
Personal financial statements

ADVISORY SERVICES
Management consultation
Business succession planning
Budgeting, forecasts and projections
Cash flow analysis

 TAX SERVICES
Choice of proper business entity
Incorporation and business formation
Preparation of business, fiduciary and individual income tax returns
Preparation of payroll tax returns
Preparation of sales tax returns
Tax exempt organization tax returnsIncome and estate planning
Tax projections
Representation in IRS audits

ESTATES, TRUSTS and RETIREMENT PLANNING
Estate and gift planning
Gift tax returns
Charitable trusts
College funding planning
Pension, profit-sharing and 401(k) plan evaluation and selection