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Services

We strive to offer a wide variety of financial services for individuals and businesses designed to meet their current and future needs.  We work with each client to create a customized approach by offering the following services: 

Business Consulting

  • Financial analysis
  • Operational assessment
  • Budgeting and forecasting
  • Policies and procedures
  • Staff recruitment and training

 

Governmental Reporting

  • Federal and state income tax returns for all business entities, individuals, estates and trusts
  • Sales tax returns
  • Use tax returns
  • Payroll – quarterly and annual returns including forms W-2 and forms W-3
  • Year-end forms 1099 and forms 1096
  • Business personal property statements (571-L)
  • Welfare exemption forms

 

Financial and Bookkeeping Services

  • Monthly financial statements
  • Monthly management reports
  • Accounts payable
  • Accounts receivable
  • Bank reconciliations
  • Fixed asset and depreciation schedules
  • Payroll
  • Set-up and/or conversion of accounting software

 

Tax and Financial Planning

  • Year-end tax planning
  • Estate and gift tax planning
  • Savings and retirement planning
  • Charitable giving
  • Utilization of trusts
  • Education planning
  • Federal and state agencies problem resolution