SERVICES

Business

Whether you are now considering starting or purchasing a business or you’re operating a third generation family-owned business, we enjoy coming alongside business owners to assist them as they navigate business and tax issues.  Some of the services that may be of help to you follow:

  •  Accounting Services

  • Bookkeeping/Write-up

  • Business Income Tax Planning

  • Business Tax Return Preparation

  • Compilations

  • Cash Flow & Budgeting Analysis

  • IRS Representation

  • New Business Planning & Entity Selection

  • Non-profit Organizations

  • Payroll Services

  • QuickBooks Accounting Training Assistance

  • Retirement Plan Selection 

Individual

 

We enjoy working one-on-one with individuals to help make sense of tax rules that affect them.  Not only do we “look back” by helping you with tax return preparation, but we emphasize looking forward to plan for changing situations and alternatives to reduce your tax burden.  Our services to help individuals include:

  • Cash Flow & Budgeting Analysis

  • Individual Income Tax Planning

  • Individual Tax Return Preparation

  • IRS Representation
     

Estate And Gift

 

You may have the responsibility of handling a parent’s or loved one’s estate or you may be in a situation in which you need to deliberately determine the best methodology for gifting to your heirs – in either circumstance, and many situations in between, we can assist and help guide you in this area:

  • Estate & Gift Tax Return Preparation

  • Estate & Trust Planning
     

Not-For-Profit Organization

 

Helping clients establish and maintain not-for-profit entities is a great joy for us.  You may need to discuss a ministry idea that has been simmering for some time or you may have already launched an organization – either way we would really like to sit down and discuss how we can help you:

  • Preparation of Not-For-Profit Tax Returns

  • Assist with preparation of application for tax exempt status

  • QuickBook assistance and training
     

"The professionalism is top notch and the service is just great. All the staff is courteous and always are ready and able to help me in anyway they can. Could not be more pleased with the service I get from these people. Highly recommend them to anyone looking for an accountant."

- Scott Powell