Our CPA firm is in the business of providing accounting services to our clients. Measurement, analysis, and communication of economic events are our basic role and are also a concise definition of accounting. Our services are centered around this role. Highlights regarding our firm and how we fulfill our service role are set out below. We hope you will contact us if you have questions regarding any of these areas or if we can assist you in any way.
Our Services
Taxation
Preparation of personal, corporate, partnership, and fiduciary tax returns
Preparation of federal estate and gift tax returns
Research to determine tax treatment of transactions and arrangements
Transaction planning to minimize taxes and tax risks
Representation during federal and state tax examinations
Estate planning in conjunction with client's attorney
Exemption and annual reports for tax exempt organizations
Auditing
Examination and issuance of opinions on financial statements
Special audits to determine compliance and to analyze special situations
Monthly Accounting Services
Preparation and maintenance of business books and records from journals through financial statements
Preparation of payroll and sales tax reports
Computer payroll preparation
Complete accounting services covering payment of bills and customer billing through financial statement preparation
Special Services
Peer Review Services
Serve as expert witness in cases involving tax, accounting, and other financial matters
Assist in resolution of business management problems
Computer systems installation and problem solving
Assistance in preparing business loan applications
Assistance in developing and implementing personal financial plans
Assistance with investment planning