SERVICES OFFERED

INDIVIDUALS

• Tax return filing and planning
• Personal financial statements
• Small estate tax and trust filing

BUSINESSES

• Advisory and consulting services
• Bookkeeping and accounting services
• Tax return filing and planning
• Electronic filing of employment tax returns
• Sales, service and use tax returns
• Retirement plan advice and implementation
• Accounting system setup and consultation
• QuickBooks training and support

NOT-FOR-PROFIT ORGANIZATIONS

• Bookkeeping and accounting services
• Financial reports
• Budgeting
• Tax return filing
• Management of accounting systems
• Staff training and support
• Liaison with audit personnel