Business Solutions

It’s rare to find a small firm with such a wide range of business solutions and areas of expertise. Each business client receives my personal attention. Plus, we can meet at your location for your convenience and the safety of your important financial documents.

Tax Planning and Preparation
Financial Statement Review and Compilation
QuickBooks® Support and Trainingexpertise and attention to detail
Retirement plans
Other Business Solutions


Tax Planning and Preparation

Proactive tax planning is an essential part of overall business strategy. Clients rely on our in-depth knowledge of multi-state tax issues, corporation taxation, and partnership taxation. We consistently update our knowledge of new and complex tax code and the latest tax rules, so we can help your business save money with strategies designed to minimize tax obligations. In addition to tax planning and consulting, we offer business tax preparation, correspondence with taxing authorities, the creation of pension and profit sharing plans, and tax representation.

Financial Statement Compilation and Review

Financial Statements aren’t just for bankers. Properly prepared financial statements help you make the right decisions for your business.

You can use financial statements to

When seeking funding, most lenders will ask for a Financial Statement presented by a certified public accountant (CPA) to one of three levels of assurance:

We perform Compilations and Reviews. Our Compilations and Reviews conform to Standards for Accounting and Review Services as issued by the American Institute of Certified Public Accountants. Please call us to discuss how you want to use Financial Statements for your business.

QuickBooks® Support and Training

Tired of getting tangled up in QuickBooks® software? As certified QuickBooks® ProAdvisors, we can help you or your bookkeeper set up and troubleshoot your accounting records. Don’t spend any more time struggling with reports that might not provide the exact information you need. We’ll show you how to draw on timely and accurate financial information to run your business more profitably.

Retirement Plans

When you own a business, qualified retirement plans offer significant tax advantages for you and your working shareholders. They also enhance your benefits package for when you want to hire and keep highly qualified individuals.

We can help you determine which retirement plan will best serve your personal and employee goals at the lowest administrative cost. Then we will help establish and maintain your plan, including any required tax filing or reporting.

Other Business Solutions

We work with new and growing businesses to help them minimize taxes, maximize profitability, and improve cash flow with the help of technology and organized financial records. We can help you develop comprehensive strategies to address the issues affecting your business and help it succeed. Our full range of services include: