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