Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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 someone qualified to help you.
Accounting Services
Bookkeeping/Write-Up
We do Quickbooks consulting. As sucessful business people know, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We also offer Compilation Services for the presentation of Financial Statments
Other Services
Certified Quickbooks Pro Advisor
Cathy Marek, CPA is a Certified QuickBooks Pro Advisor. She can assist you in QuickBooks Setup, Training, and Reporting.
Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
Consulting Services
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Miscellaneous
Tax Preparation & Planning
We prepare Individual, Corporate, Partnership, Trust and Estate Tax returns. We also prepare State Margins Tax and Sales Tax Reports.
Payroll Check Writing / Processing & Delivery
Why hassle with payroll. We can prepare your payroll checks, deliver them to you, and prepare all Federal and State tax returns related to payroll, and all for a surprisingly low price.
Business Consulting (No cost for initial Consultation)
We allow thirty minutes (and usually more) to discuss whatever business related questions you may have. And at no charge for your initial consultation. That way you get to know us, and we get to explain the different services our team can provide to you.
Electronic Filing / Fast Refunds
We electronically file every tax return we prepare. There is no additional charge for this service. We also offer Refund Anticipation Loans (RALS) and Electronic Refund Checks (ERCS)to our clients who want them. These services are offered through Chase Bank and additonal fees apply.
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