Our Services

As we are a small accounting firm that offers our clients quality service personalized to their needs, please feel free to inquire about a service not listed below.


Personal Finance Management:

  • Goal Setting

  • Budgeting

  • Monthly Management/Tracking

  • Financial Review and Advice


  • Individual Income Tax Return Preparation

  • Tax Planning/Questions/Withholding Consulting

  • Tax Issue Assistance

Business & Non-Profit


  • Income Tax Return Preparation (Partnerships, S Corporations, C Corporations and Non-Profits)

  • Payroll Tax Deposits and Reporting

  • Sales/Use Tax Deposits and Reporting

  • Tax Planning/Questions Consulting

  • Tax Issue Assistance



  • Bookkeeping via QuickBooks Online (client can choose to be as involved as desired)

  • QuickBooks Online Training

  • Financial Statement Preparation including reconciliations

  • Payroll Services

  • Small Business Budgeting & Financial Management Consulting


New Business Set-up:

  • State and Federal Tax Filings and Online Payment/Reporting Registration

  • Business Entity Selection

  • Accounting System Set-up