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Accounting Services

Tax Services


  • Income tax returns for all types of entities

  • Estate and gift tax returns

  • Payroll tax returns; tax-info. returns

  • Sales and use tax returns

Planning and Consulting

  • Corporate and individual income tax planning

  • Estate and gift tax planning

  • Tax research and opinion

  • Consultation regarding businesses types

Tax Controversy Representation

  • IRS or other governmental audits

  • Correspondence with tax authorities

Management Business Systems

Accounting Services

  • Cash flow and budget analysis

  • Maintain general ledger

  • Regular payroll processing

  • Accounts payable processing

Accounting and Finance

  • Time-share CFO/Controller

  • Search and negotiate for credit

  • Cash flow and profitability analysis

  • New business acquisition analysis

  • Budgeting and long-range planning

Systems and Controls

  • New business set up

  • Accounting system evaluations - computerized and manual

  • Accounting system training and on-going support

Financial Reporting & Specialty Services

Financial Reporting

  • Compiled financial statements

  • Review financial statements

  • Audited financial statements

  • Personal financial statements

Specialty Services 

  • Personal financial planning

  • Asset and tax analysis for divorce situation

  • Corporate reorganizations

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