Client Services

This firm offers a wide range of services to our individual and business clients. Because this firm is relatively small, my clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that I offer to clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Annuities-401K-IRA
IF YOU FEEL NOW IS THE TIME TO SET UP A RETIREMENT PLAN OR YOU JUST WANT TO ROLLOVER YOUR RETIREMENT TO A HIGHER PAYING PLAN, THEN I CAN HELP.

Insurance Sales
I CAN NOW START YOUR RETIREMENT PLAN WITH A SAFE AND SECURE INSURANCE COMPANY PAYING A GREAT RATE OF INTEREST. OR ROLLOVER YOUR RETIREMENT FUNDS INTO A HIGH PAYING INSURANCE COMPANY.

Property Management bookkeeping
Sometimes in a Home Owners Association, or an apartment building all you need is someone to pay the bills and provide a complete accounting of each month, along with year end financial statements, call me I can help.


Fax Service
FOR YOUR CONVENIENCE

Notary Service
I HAVE A NOTARY SERVICE FOR OUR CLIENTS AND FRIENDS
Top of Page

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Audit Services
I view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.


Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.


Financial Statements
I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Top of Page


Tax Services
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I'm in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
• Individuals
• Corporations
• Partnerships
• LLCs/LLPs
• Estates, trusts & gift
• Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.


IRS Representation
During our years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Top of Page


Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.


Sales Tax Services
Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.


Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Top of Page

Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.


Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Top of Page