Tax Preparation
Our firm has the ability to prepare various types of tax returns. We offer tax preparation for individual, partnership, corporate, trust, estate and gift tax returns. We also prepare state income tax returns.

Tax Planning
Our firm offers consultation in conjunction with the preparation of income tax returns to help clients understand and work within the current tax laws to accomplish their individual goals.

Financial Forecasts & Projections
Provide assistance in the preparation of budgets in preparing financial forecasts and projections for both internal/management use and for use by third parties.

Payroll Preparation & Reporting
Services include payroll preparation, payroll reports and W-2/1099 reporting, including worker's compensation and state unemployment.

Retirement Planning & Consulting
Consultation in the design and administration of Profit Sharing Plans, including 401(k), Simplified Employer Profit Sharing plans, including assistance with employee communications on plan components and design.

Bookkeeping/Write Up
Offer assistance with direct preparation of company accounting records, including general ledger, accounts receivable, accounts payable and payroll reporting.  Also providing assistance to clients with in-house bookkeeping.

Other Services
Our firm offers a wide range of services to our individual and business clients.
However, if we do not offer a service that is needed, feel free to contact us and we will do whatever we can to point you in the right direction for that specific service.  If it affects our clients, it is our job to try to help.

Management Advisory
We offer assistance in forming and entity selection, in the development of Operating/Shareholder Agreements, review of internal controls, assistance with Human Resources, Operational Reviews, Position/Job Descriptions, and assistance in the development of key financial indicators for the individual business.

Business Valuations
Our firm is able to prepare business valuations for use in Operating Shareholder Agreements, Gift and Estate Issues and provide assistance in ownership transition.

Estate Planning
We offer consultation pertaining to asset protection and asset transfer strategies consistent with the specific goals of the individual clients.

Auditing
We are experienced in providing financial audit services for the for-profit industry, specializing in the construction, manufacturing and energy services industries.

Business Consulting
General consulting specific to the individual client needs, including the coordination of the use of outside experts for the benefit of the individual client.

Mergers & Acquisitions
Assistance in the evaluation of expansion and combination opportunities, including evaluation of potential acquisition targets or merger candidates, both from a financial and philosophical perspective.

Litigation Support
Our firm offers assistance in the preparation of expert reports, providing expert testimony, assistance to legal counsel  and providing mediation services tailored to the respective litigation engagement.