If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation

No one is required to pay more to the IRS than the law dictates, but many people do. Tax preparation can be a time-consuming, frustrating process and mistakes can end up costing hundreds of hours and thousands of dollars. This is especially true for small business owners and individuals with multiple sources of income. We will thoroughly review your federal, state, and other taxes and make sure you receive all the credits and deductions to which you are entitled. You’re an expert in your field. Let our tax experts save you time and money by preparing and filing your tax returns.

Ask us about:

  • Individual tax Returns
  • S Corporation “S” Tax Returns
  • Partnership/LLC Tax Returns
  • Amendment of Prior Returns
  • State and Local Taxes (SALT)
  • Sales Tax
  • Tax Returns for Expatriates and Foreign Nationals
  • Other Misc. Returns, Schedules, and paperwork

You’ve worked hard for your money and although most of us do have to pay taxes, no one should have to pay more than is required by law. Tax planning is the key to minimizing your tax liability. Let us help you keep your money and keep it working for you instead of the IRS.


While every business has a different focus, there are some commonalities shared by all that succeed. Accurate, informed accounting is a key element of that success. Our experienced staff excel at all aspects of business accounting. Here are a few of the services we provide. We offer them on a monthly, quarterly, or annual basis.

  • Reconcile bank statements to the cash account of your business’s general ledger.
  • Create income statements for set periods that will track revenue, costs of doing business, and the net profit/loss of your business.
  • Create a balance sheet that will give you a snapshot of your business’s financial position at a particular time.
  • Examine your general ledger to detect inconsistencies and then correct missing and/or erroneous information.
  • Offer expert financial consulting. Whether you are preparing for a loan, contemplating expansion, questioning a tax liability, or resolving other issues we are here to help. Not only do we compile, correct, and interpret your business’s accounting information, we also offer an experienced accounting perspective so you can make informed financial decisions and prosper in today’s competitive business environment.


Cash is the lifeblood of a business. Many a profitable business with large assets and loyal customers has had to halt services because of a cash crisis. Our accountants can help you create optimal liquidity for your business by constructing a sound, flexible budget based on a thorough cash flow analysis. Here’s how we do it. We track income, spending, and debt for your business through previous cycles and make recommendations as to their realignment. We explore refinancing options and/or untapped sources of revenue that may increase the availability of cash on hand. We scrutinize your spending to discover redundancies and inadequate cost control. From this data we create a budget that syncs expenses to income and maximizes liquidity. Let us help you stabilize your cash flow so your business can whether day to day financial fluctuations and increase its long-term profitability.


Are you starting or buying a business? Perhaps you want to expand and need to convince the bank that your business is a good investment. Do you feel like you need to hire more employees, but are not sure if you can afford them? Many entrepreneurs have powerful ideas that never see the light of day because of unforeseen setbacks and red tape. That’s why we offer professional business planning and consulting. We help you get a clear picture of where your business is financially. Then, with your input, we craft a plan that takes all the variables into account–potential customers, financing, competition, staffing, tax implications–these are just a few of the items we will explore. Sometimes, rather than long-range planning, a business simply requires expert advice and know-how in order to resolve some pressing issues. That’s where our financially-based business consulting is of real value. Whatever the challenges you may face, we will work with you to create a practical plan that will overcome obstacles and achieve your vision.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.


Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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