Our Firm and Services When this firm was created in 1980, we prided ourselves on serving our clients needs.  Over the years, our client base has grown and changed but our core values have stayed the same.  Now, twenty-five years later, you can depend on us for all of your accounting needs.  It is our purpose as a firm to provide you with the services and information necessary to help you achieve your financial and business goals. In today's world of technological change and information overload, we want to help you focus on the information you need and coordinate the strategies best-suited to reaching your goals.  We can work with your current advisors and/or connect you with specialists that can produce a logical and cohesive plan designed specifically for you and your business.  Your CPA should do more than "crunch the numbers." Some of the services we provide include: Tax Preparation and Planning We prepare tax returns that range from the straightforward to the very complex.  Our tax clients include individuals of a wide variety of tax situations, as well as a similarly wide range of business tax clients.  Our services include tax planning and we are available throughout the year to answer any questions as they arise. Accounting and Financial Statement Preparation for Businesses We prepare monthly, quarterly, and annual financial statements for a wide variety of business clients including those in the following industries:      Manufacturing      Retailing/Wholesaling      Service and Professional Organizations      Construction/Contractors      Non-Profits In most cases, the financial statement preparation includes any bookkeeping services necessary such as bank reconciliations, payroll, and sales tax preparation.  Many of our clients use QuickBooks software and we are capable of working with all versions of that program. The financial statements we prepare can be formatted to suit your preferences and, if you wish, can include comparisons with prior years and with the averages of other companies in your industry. Very often, an analysis of the financial statements leads to financial and tax planning ideas that we can use to help you "grow your business."  It is our desire to work with you and for you in order to help you acheive your goals. Financial Planning for Individuals and Businesses Whether your financial goals are sending your kids to college, being able to retire at 50, or assuring that your business will endure the test of time, all of them have one thing in common.  All financial goals need a well-developed and carefully-crafted plan.  Although we are not a financial planning firm, we are well-positioned to help you identify your goals and to coordinate a team of professionals serving your needs.  Specific ares of consulting include the following: Investment planning and management Retirement planning Estate and business succession planning Asset protection strategies Education financing Employee benefit and retirement options for business owners Business plans, budgeting and consulting Business loan applications As you can see, we offer a wide variety of services to suit your needs.  Whether you are concerned about your personal tax return or budgeting for your business, we can help.  You can rest easy knowing your accounting concerns are in the hands of professionals.  We look forward to doing business with you.