Consulting Services

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Management Advisory Services

Whether developing detailed strategic plans or just acting as an experienced sounding board, we provide or assist our clients with the "how to" or help them find it.

Estate Planning

Effective estate planning makes the orderly transfer of assets to your heirs possible, and 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 those financial affairs in order.

Tax Services

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IRS Representation

During our years of dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Miscellaneous

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Tax Preparation & Planning

Preparation & Planning for all types of U.S. Income Taxes for Individuals and Entities. Ongoing quarterly or semi-annual planning programs available. Special consultations for stock or property sales and life changing events. Use of Entity strategies.

Accounting & Bookkeeping Services

Full range of services from process planning and periodic overview to real-time processing assistance.

Hosted Accounting Applications

You or your staff access your Quickbooks on high speed website online anytime and from anywhere. We maintain the software, the system, and the back-ups. Allows for multiple simultaneous users; we can meet with users online for consultations and bookkeeping assistance.

Payroll Service Hosting

For the convenience of our clients, we "host" both ADP & Paychex payroll services for our clients, maintaining the regular ADP & Paychex fee structures. Hosting consists of our acting as interface between Paychex and our client, handling the day to day communication and problem solving.