Bookkeeping

  • Financial statement preparation: reviews and compilations.
  • Income tax preparation and compliance.
  • Income tax planning and consulting.
  • Monthly, quarterly, and annual financial reporting statements.
  • Implementation of new accounting software packages.
  • Bill paying services.
  • Business management.
  • Payroll and sales taxes.
  • Accounting assistance.
  • Bookkeeping.
  • General ledger review.
  • Financial assessment reports.
  • Business start-up consulting.
  • Budgeting and forecasting.
  • General business consulting.
  • Employee benefits consulting.

Services for Individuals

  • Tax compliance and planning.
  • Tax return preparation.
  • Personal income tax planning.
  • Estate and gift tax planning.
  • Estate and trust administration.
  • Financial planning.
  • Tax services for U.S. citizens abroad.

Services for Businesses

  • Sales and payroll tax return preparation.
  • Income tax return planning and preparation.
  • International tax planning.
  • Form of ownership and employee benefits tax planning.
  • Assistance in the selection of accounting methods, legal organization and financial reporting.
  • Audits.
  • Agreed-upon procedures/Due diligence.
  • Compilations.
  • Forecasts and projections.
  • Consultation to company management regarding the application of GAAP.
  • Reviews.
  • Accounting assistance.
  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).