Our Services

Our firm provides a variety of professional services to individuals, businesses, governmental entities, and not-for-profit organizations.

Our services include:

• Tax Preparation, Planning, and Representation
• Accounting and Bookkeeping
• Payroll
• Audits, Reviews, and Compilations
• Financial Forecasts and Projections
• Cash Flow and Budgeting

Tax Preparation, Planning, and Representation

We provide tax preparation services to a wide range of clients and industries, to include individuals, small and large businesses, trusts, estates, and not for profit organizations.  Today's tax laws are complicated and ever changing.  Our staff stay up to date on tax laws and use an advanced tax software system that helps us identify any potential problems with your tax information.

We will help you identify potential deductions and methods to limit your future tax liability.  In the event of correspondence from a taxing authority, we will assist you in responding accordingly.

Accounting and Bookkeeping

These services include items such as preparing bank reconciliations, posting general ledger transactions, and financial statement preparation.  These services will be adjusted to the client's needs.

Payroll

In addition to processing payroll, we can also provide payroll federal and state compliance services such as tax deposit calculations and preparation of quarterly and annual payroll returns.  These services also will be tailored to the client’s needs.

Audits, Reviews and Compilations

Audit – Highest Level of Assurance

An audit is an objective examination and evaluation of the financial statements of an organization to ensure that the records are a fair and accurate representation of the transactions they claim to represent.

Our work would include a review of internal controls, testing of selected transactions, evaluating the appropriateness of accounting policies used, and reporting whether the financial statements are stated fairly in all material respects based on our findings.

Review – Limited Assurance

The objective, when performing a review, is to obtain limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with a particular financial reporting framework.  This limited assurance is primarily obtained through the performance of inquiries and analytical procedures.

Compilation – Lowest Level of Assurance

A Compilation engagement involves applying accounting and financial reporting expertise to assist management in presenting information in the form of financial statements, without providing any assurance on those financial statements.  We are not required to make inquiries or perform other procedures to corroborate the accuracy or completeness of the information represented by management.