Our Services
Accounting Services
- General Accounting/Bookkeeping Services
- Business Formations (Corporations, Partnerships, Non-Profits, etc.)
- Financial Statement Compilation and Reviews
- Management Advisory Services (Business Planning, Budgeting, etc.)
- Payroll Services
- QuickBooks Advisor
Tax Preparation & Planning
- Individual, Business and Non-Profit Tax Preparation (Federal, all-States)
- Individual, Business and Non-Profit Tax Planning
- Estate and Gift Tax Preparation and Planning
- Vendor Information Reporting (1099's)
- Sales, Property and Payroll Tax Reporting
Investments & Insurance
- Investment Management
- IRAs, 401-k, Stocks, Bonds, Annuities, etc.
- Financial and Retirement Planning
- Insurance
- Life
- Long-term Care
- Disability
- Estate Planning
- Trusts
- Asset Protection
- Taxes