An Overview of Firm Services

Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services for small to medium-sized businesses. We can compile your financial records into meaningful GAAP-compliant financial statements or non GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation GAAP-compliant financial statements.

Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Services for Tax Exempt Organization and Similar Entities
Our firm performs tax returns, compilations, reviews and audits of tax exempt non-profit organizations organized under IRC 501(a) and described in IRC 501(c), as well as homeowners associations under IRC 528.

Governmental Auditing
Our firm practices significantly in the audits of occupational licensing boards and other small governmental agencies (Non Yellow Book only).

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. Along with our tax preparation service and our write-up/bookkeeping service, if you desire additional tax planning services, we can advise you concerning tax compliance and planning to prevent costly interest and penalty assessments attributable to late filing and delay and we can advise you concerning minimizing your tax liabilities. Of course, we offer full tax preparation and filing services.

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.

Electronic Tax Filing
We offer electronic tax filing of income tax returns.

QuickBooks Accounting Software Specialization
While we service clients who use various accounting software programs, we specialize in handling clients who use QuickBooks accounting software. We can service many needs of QuickBooks clients over the internet without a visit to our office.

Sales Tax Services
Our firm prepares all sales tax filings.

Construction Industry
While we service many types of for-profit clients, we particularly practice in accounting and taxation of the construction industry.