Our firm offers a wide range of services to individual, business and non-profit clients--services designed to solve problems, seize opportunities, reduce tax liability, and achieve organizational and individual goals. Below we have listed the services that we offer to our clients along with a brief description. Please feel free to inquire about a service if you do not see it listed, as this list is by no means all-inclusive. (Click Service Title For Details) Tax Consulting and Return Preparation Business and Financial Consulting Accounting and Bookkeeping Services Interim CFO/Finance Executive Services QuickBooks® Consulting     Tax Consulting and Return Preparation You can depend on our tax experience, training, and up-to-date knowledge to ensure accurate tax reporting, provide analysis and advice regarding the tax impact of situations you encounter, and identify opportunities throughout the year to minimize your tax liability. Our tax services include: Tax planning and return preparation -- individual, corporate, partnership, estate, trust, gift, and non-profit Representation before Federal and state tax authorities Divorce and support settlement issues Analysis of the tax implications of your personal and business situations and decisions Business and Financial Consulting In addition to competent, objective feedback for decision making, we provide comprehensive, flexible strategies that address the issues affecting your organization. We have an impressive track record of driving organizational improvement with both for-profit and non-profit organizations. Some of the areas in which we provide consulting services: Organizational structure and entity selection Pension and profit sharing plans Business succession planning Mergers and acquisitions Buying and selling a business Accounting and Bookkeeping Services With our timely and accurate financial reporting services you can have confidence in your financial records as a base for sound business and financial decisions. The accounting and bookkeeping services we offer include: Basic Bookkeeping Financial statements Forecasts and projections Cash flow and budgeting analysis Interim CFO/Finance Executive Services Whether you need someone immediately (your CFO/finance director suddenly leaves or becomes ill), for a specific project (you are concerned that your internal controls may not be adequately protecting the organization’s assets), or part-time (from time to time you have complex issues that require a professional with CFO-level expertise) contact us for out interim or part-time financial management (CFO) services for businesses and non-profits. QuickBooks® Consulting Whether you have a new business or an established business, having well organized financial records is essential to your success. We will help you get started right and remain on track with QuickBooks® customized to your specific needs. We can help you with: Accounting system setup for businesses and organizations Account reconciliations Formatting specialized reports Trouble shooting Management of QuickBooks® data Personalized training Telephone Support