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Learn More About Our Services

Other Business Services

Business Advisory & Consulting Services

Weather you have questions on general business operations or need professional guidance in making decisions for a big new project, you can draw on our many years of business experience to help you manage and grow your business.  We have been assisting decision makers and providing solutions to business owners for many years.

Financial and Estate Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Small Business Valuations

We provide a multi-dimensional approach to valuing small businesses for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

Accounting Services

Controller Services

We provide professional controller services to assist you with the financial management of your business.  Our controller services are provided on a full-time or as-needed basis, and can range from the complete function of your accounting department, to simply assisting and guiding your bookkeeping staff.   

Bookkeeping Services

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Tax Services

Business and Farm Tax Returns

Small business and farm tax return preparation is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed by the company and/or the owners.

Individual Tax Returns

A core specialty is the preparation of tax returns for individual taxpayers.  We are careful to find all tax credits and deductions that are available to you so you pay the lowest amount of taxes possible.

Estate and Trust Tax Returns

We are very experienced in preparing income tax returns for Estates and Trusts, as well as preparing Form 706 Estate tax returns.  We work closely with the Estate's Personal Representative and the probate Attorney to accurately prepare and file all required tax returns for the Estate. 

Tax Planning Services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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