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