Specialties
We’re always enhancing and expanding the services we offer to meet the ever changing and growing needs of our clients. Because you need access to services that can help your specific situation including planning for income and taxes we offer diagnostic personal financial planning services.
The process may include debt repayment structuring, cash flow, determination of insurance, retirement, financing children’s education or estate and gift tax planning. If you are looking for a specific service that is not !isted below, please contact our offices to discuss your needs.
- 401(k) Plan Audits
- Automobile Dealerships
- Construction
- Manufacturing
- Medical Practices
- Not-for-profit Organizations
- Religious Organizations
Tax
For over 40 years, we have been preparing tax returns. We have extensive experience in handling all manners of returns. We strive to reduce taxes through proactive tax planning with our clients by tax projections, rate of return analysis and cash flow analysis. We will electronically e-file your returns at no extra charge allowing faster refunds and better assurance in the submission of your return.
Our tax services include:
- Individuals
- Corporations
- Partnerships
- Estate & Trust
- Not-for-profit
- Gift
- Benefit Plan
- Personal Property
- Business License
- Payroll tax reporting
- IRS representation
Audits
An audit can be helpful in identifying areas of strengths and weaknesses within a business structure. Audits can assist in updating your organizational goals and satisfying various financial and legal requirements. Benefits of an audit include deterrence and detection of fraud, compliance with bank requirements and gives confidence to customers and vendors. Our firm plans, tests internal controls, audits and prepares financial statements based on guidelines established by Practioners Publishing Company (PPC). While not as extensive as an audit, our review or compilation services can also help your organization become more effectively.
Our current audits include but are not limited to:
- 401(k) Plan Audits
- Construction
- Manufacturing
- Not-for-profit Organizations
- Religious Organizations
Estate Planning
After a lifetime of working to build your family’s wealth, your heirs may have to use a significant portion to pay the necessary taxes. In providing estate planning services, we work closely with your trusted advisors including attorneys, insurance professionals, and trust officers to develop and implement an estate plan. We emphasize communication in plain language so that you understand and have confidence in your estate plan.
Accounting & Payroll Services
We have an Accounting & Payroll Department consisting of six staff that is devoted primarily to monthly accounting and payroll services. This department is up-to-date on the latest accounting and payroll issues and is available to help you face complex financial challenges. We also have a staff member that is certified as a QuickBooks ProAdvisor to offer assistance with complex QuickBooks issues.
We maintain close contact with our clients and service them in any areas where we have the knowledge and experience. We fee! that personal service is a key factor to our success. Our Firm works closely with local financial institutions and with insurance and bonding firms to assure that the client is receiving a complete range of competent, timely professional services from a team approach. We believe that a spirit of professional cooperation in this area serves the best interests of the client on a longterm basis.
Our Accounting & Payroll Services include:
- Payroll
- Compiled financial statements
- Sales tax returns
- Payroll tax reporting
- Bookkeeping
- Accounts payable
- General Ledger
- Business License returns
- Personal Property tax returns
- Assistance in preparing cash flow budgets and projections
- Key performance indicators reporting
- QuickBooks consulting
- Financial consulting and accounting assistance
Management Consulting
Our unique experience with various types of business structures enables us to provide our clients with management consulting services that can help their businesses realize financial goals. We offer long-range planning, consultations, and succession planning as well as other services.