Audit, Review, and Compilation of financial statements.

Transaction Accounting- Bookkeeping.

Tax Representation and Resolution inclusive of preparation of Offer in Compromise, Installment Agreement negotiation, lien and levy removal, amongst other. 

Tax Compliance- Preparation of business, individual, non-profit, and trust and estate tax returns.

Tax Planning- Individual and Business.

Business Plan Preparation- Financial Section inclusive of Cash Flow Projections and Pro Forma Financial Statements.

Budgeting and Forecasting.  Money management, bills payment, and personal and business budgeting.

Account Analysis and Reconciliation.

Automated Accounting System Consultation- software selection, system design, set-up, and post set-up training for QuickBooks, ACCPAC, Peachtree, amongst others.

Life, disability, health, and business insurance.   





Providing Professional Services Since 1993.
Services