INDIVIDUAL & BUSINESS SERVICES

Our firm offers a wide range of services to our individual, business and franchise clients. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

ACCOUNTING SERVICES

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support
  • Audit Services

CONSULTING SERVICES

  • Accounting Software Selection & Implementation
  • Business Consulting
  • Business Succession Planning
  • Business Valuations
  • Buying & Selling a Business
  • Management Advisory Services

TAX SERVICES

  • Trust Tax Preparation
  • IRS Representation
  • Payroll Services
  • Sales Tax Services
  • Tax Planning & Preparation

OTHER SERVICES & MISCELLANEOUS

  • Litigation Support
  • Employee Benefit Plans
  • McDonald’s Franchise Accounting