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Practice Areas

We offer a full range of tax and accounting services.   When you work with us, you will find that we go above and beyond to deliver solutions that are right for you, while building a lasting relationship along the way.  

Tax Services


With continuous complex changes in today’s tax world, determining which returns and forms you need to file can be tricky.  We are diligent about staying current on all of the latest tax law changes and keeping you informed on how these changes may effect you or your business. Our top priority is ensuring you pay as little taxes as required under the current law.  


Tax Services include:

  • Business Tax Return Preparation

  • Individual Tax Return Preparation

  • Income Tax Planning

  • Sales Tax Support

  • IRS/State Tax Representation

Payroll Services


We offer complete and customized payroll solutions based on your payroll needs.  We work with your pay schedule, whether it's weekly, monthly, or occasionally as needed.  You can relax knowing that your payroll is taken care of and your payroll returns and taxes are submitted timely.


Payroll Services include:

  • Paycheck computations

  • Payroll tax return filing

  • Unemployment tax filing

  • W2 & 1099 preparation

  • Workers’ compensation audit support



Accurate accounting is essential to a successful business, but as a small business owner you probably have more important things to do than keep up the books.  Accounting can be time consuming and complicated, especially as different industries require different accounting methods.  We can tackle the books so you can focus on your core business.

Accounting Services include:

  • Financial Statement Preparation

  • Fixed Asset & Depreciation Tracking​

  • Bank Reconciliations

  • Debt Reconciliations

  • Customized Reports



QuickBooks can be a great financial tool when set up and used correctly.  We can keep your QuickBooks clean and updated year round or as often as needed.  Additionally, we can set up your desktop version to store your files online for simple, real-time collaboration and online back up. We assist with both desktop and online versions.


QuickBooks Services include:

  • Installation & Setup

  • Cloud Based File Storage Setup

  • Customized Business Setup

  • QuickBooks Training

  • QuickBooks Online Setup & Support

New Entity Formation


When starting a new business, you want to determine the business structure that's right for you. The type of entity you choose for your business can have a significant impact on your taxes. We can assist you in determining the right entity type at the inception of your business along with making all of the appropriate filings.

New Entity Formation Services Include:

  • Review of Entity Structure Options

  • State Filing Requirements

  • Obtaining Tax ID Numbers

  • Setup of Tax Payment Accounts

  • Attorney Referrals for Legal Documents

Other Services


Various other tax and accounting services are available upon request.  Our goal is to be able to help you with all of your tax and accounting needs. If we do not offer the service you are requesting, we will do our best to refer you to someone that can help.  We are well connected with professionals in: Law, Real Estate, Insurance, Financial Advising, Banking, etc.

Other Services Include (but are not limited to):

  • Nonprofit Accounting

  • Filing of Delinquent Tax Returns

  • Sales & Use Tax Issues

  • Financial Forecasting & Projections

  • Business Consulting

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