Services that our firm performs:
- Compilation or review of financial statements, including statements designed for use by management only
- Tax preparation for individuals, businesses, estates and trusts, including multi-state tax preparation
- Accounting software selection and implementation for small businesses (principally using QuickBooks® software)
- Cash management services – bookkeeping, bill paying, payroll preparation and bank reconciliation services for very small businesses and for individuals
- Consultations regarding entity selection for new and existing businesses
- Consultations regarding the purchase or sale of a business
- Assistance with applications for contractor licenses
Services often offered by CPA firms that we DO NOT perform:
- Audits of financial statements
- Personal financial planning
- Investment advising
- Pension administration
- International tax preparation
- Business valuations
- Sales of insurance
- Sales of investment products