Services

Tax and Accounting Services

Business, Individual, and Not-for-Profit Organizations

We provide businesses and individuals with strategies and planning to ensure that income tax is minimized and all tax obligations are met, including Forms 1040, 1120-S, 990, 1065, and trust and estate returns.

We provide accounting and bookkeeping services (including QuickBooks support) to ensure that your financial data is complete and accurate, which ensures you can make sound financial decisions.  Assistance with payroll notices and quarterly reporting is also offered. 

Financial Statement Services

Audit, Review and Compilations

We provide audit, review, and compilation services to businesses, not-for-profits, and employee benefit plans to ensure that banking, bonding company, and other regulatory needs are met. 

We also provide agreed upon procedures services, which allow for in-depth analysis and testing without the full costs of an audit.

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