BUSINESSES:

Financial Accounting and Reporting
Compiled/Reviewed Financial Statements
Tax Services
Corporate Income Tax Preparation (1120, 1120S)
Partnership Income Tax Preparation (1065)
Payroll Tax Reporting
Sales and Use Tax
Advisory Services
Key Performance Indicator (KPI) Analysis
Mergers, Acquisitions, and Sales
​Entity Choice, Formation and Structure
Corporate Restructuring
​Succession Planning
​Cash-flow and Budget Analysis
Other Business Services
Full-service Bookkeeping
Payroll Administration
Accounting System Selection and Implementation
QuickBooks Setup, Training and Support
Pension and Profit Sharing

INDIVIDUALS:

​Individual Income Tax Preparation (1040)
Income Tax Planning
​Income Tax Projections
Retirement/Financial Planning
Wealth Management

ESTATES AND TRUSTS:

Estate and Trust Income Tax Preparation (1041)
​Estate Planning
​Gifting Strategies

TAX EXEMPT ORGANIZATIONS:

Exempt Organization Income Tax Returns (990)
Application for Tax Exempt Status