Client Services

Our firm offers a range of services focusing on the small business owner. Because our firm is small, our clients receive very personalized attention. We focus on quality services and below is a list of some those services we provide.

Accounting Services

  • Bookkeeping and write up services (monthly / quarterly / yearly)
  • Quicken, Quickbooks and Peachtree proficient
  • Financial statements and general ledger reporting
  • Payroll services including tax filings
  • Set up for new businesses
  • Accounting software selection and implementation
  • Part time CFO services

Tax & Consulting Services

  • Preparation of individual, corporate, and partnership tax returns
  • Provide quarterly tax projections
  • Sales tax preparation in all states and counties
  • Constant tax advice and planning
  • Retirement / investment review
  • Formation of entities and annual filings

 

 

Payments Accepted Here