Services

The fruit of your labor is your income.  It must be protected, leveraged, optimized and streamlined. As a practicing CPA, I treat my clients' assets with the utmost respect.  In fact, I make sure every penny you earn counts.

I offer a wide range of tier-one accounting services for a fraction of the cost of larger firms. And, I take pride in giving my clients the personalized attention they deserve. My services include:

  • Individual and Business Taxes (1040, 1065, 1120S, 1120)
  • Preparation of financial statements (monthly, quarterly or annually)
  • Accounting systems selection and implementation
  • Quickbooks Setup, training and consulting
  • Bookkeeping, bank and other balance sheet reconciling
  • Training and instruction–accounting and bookkeeping
  • Payroll setup and filing (including year end W-2 and 1099 preparation)
  • Budget planning and analysis
  • Cash flow analysis and cash management
  • Forecasting and financial projections
  • Business planning and advice
  • Cash management
  • New business registrations (federal, state and local)
  • Preparation of federal, state and local tax returns
  • Sales/Use tax filing and compliance
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