Our firm offers a complete range of accounting services. Including bank statement reconciliation, receivables, payables and payroll.
Accounting Software Selection & Implementation
Our firm offers you the help needed with accounting software selection and implementation.
Our firm will help you select the software that's right for you.
Tax Planning
Our firm continuously monitors tax law changes to allow our clients to minimize taxes.
Tax Preparation
Our firm offers expert preparation of all federal, state, and local tax returns at competitive and affordable rates.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. Including all required accountings for the local commissioner of accounts.
Estate Planning
Our firm offers estate planning services to help minimize both federal and state estate taxes.
Payroll Tax Preparation
Our firm offers clients help with payroll preparation services ranging from handling every aspect of your payroll to limited support by helping clients prepare quarterly and annual reports.
Retirement & Financial Planning
Our firm offers complete financial planning services. We work closely with a Certified Financial Planner (CFP) to help you reach all of your financial goals or to help develop financial goals.
Retirement Plan Implementation
Our firm offers full implementation of employee benefits plans from 401K's to simple IRA's.
QuickBooks
Our firm offers a full range of help with your QuickBooks including setup, payroll and help with everyday use.
Audits, Reviews and Compilations
Audit
An audit is the highest level of service that can be offered. It is an essential tool in assessing the financial strength of an organization. Based on our understanding of your business and the environment in which you operate, we devise a comprehensive audit program. This enables us to express an opinion as to whether your financial statements present your financial status, operations, and cash flows in accordance with generally accepted accounting principals (GAAP), or another comprehensive basis of accounting (OCBOA) such as the income tax or cash basis.
Review
The scope of a review is substantially reduced from that of an audit. It is also based on our understanding of your organization and the environment in which you operate. In a review, we perform analytical procedures, make inquiries, and obtain management representations. We are then in a position to state that we are not aware of any material modifications that should be made to your financial statements in order for them to conform with GAAP and OCBOA.
Compilation
A compilation gives the lowest level of assurance on your financial statements. A compilation report indicates that the information in the financial statements is the representation of management and that we have expressed no opinion on the content. We do, however, assist you in determining if your financial statements comply with the disclosure requirements of GAAP and OCBOA.
