Services
If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, yet small enough to give you the individual attention you deserve.
We take the time to thoroughly understand your unique situation and tailor our advice to support your financial goals with precision and care.
Accounting & Bookkeeping:
We handle your day-to-day accounting so you can focus on running your business. From reconciliations and invoicing to budgeting and expense tracking, we ensure your books are clean, accurate, and ready to support smart decisions.
We also generate timely financial statements that can be used for internal management, banking relationships, or external reporting.
Tax Planning & Preparation:
We help you proactively plan to minimize your tax liability throughout the year — not just at filing time. From individual tax strategies to complex business filings, we ensure you’re prepared, compliant, and positioned for financial success.
Includes:
- Individual and business tax preparation
- Year-round strategic tax planning
- Estate & trust tax preparation
- IRS audit representation
Business Consulting Services:
Whether you’re starting a new venture or scaling an existing one, we guide you through critical decisions with clarity and expertise.
Services include:
- Business entity selection and formation
- Accounting software selection and setup
- Buying or selling a business
- Retirement plan strategy and setup
Forensic Accounting & Fraud Prevention:
As a Certified Fraud Examiner (CFE), we offer specialized services to help detect, investigate, and prevent fraud in your organization. Whether you suspect internal issues or want to implement strong financial controls, we can help safeguard your assets and reputation.
Services include:
- Internal control reviews
- Expense fraud analysis
- Embezzlement investigations
- Financial misstatement reviews
- Litigation support and expert witness services
Notary Public:
We provide convenient and reliable notary services to assist with document authentication, witnessing, and signature verification for both individuals and businesses.