We Do Tax and More

Accounting Services

  • Compilation of financial statements
  • Review of financial statements
  • Maintaining payroll records
  • Preparing quarterly and year end payroll reports
  • Preparing annual 1099 statements
  • Paying bills, making deposits and monitoring investments

Taxation Services

Tax services involve planning, documentation, preparation and defending. Planning is done on a proactive basis to create a course of action based upon individual needs and to avoid and solve problems, not create them. Documentation is done to provide an understanding of positions taken and a framework for presentation of position with IRS.


Preparation of the following returns:

  • Individual – 1040
  • Corporate – 1120 and 1120s
  • Partnership – 1065
  • Trust – 1041
  • State returns
  • Franchise, sales, and payroll tax returns


Defending is done through handling of IRS correspondence and audits.

Start-Up Services

  • Corporation set-up filing for state and federal ID numbers
  • Services to setup your start-up company or early growth stage business


Auditing Services

  • Extensive audit experience in a variety of industries
  • Successful completion of independent quality reviews of our accounting
  • Our commitment to maintaining the highest level of professional standards
  • The auditor is principally the shareholder of the firm

Consultation Services

We offer the following consultation services:
• Budgeting and Planning

– Establishing
– Monitoring

• Banking

– Assistance with obtaining financing
– Negotiation

• Financial Information

– Design
– Monitor
– Ratio analysis
– Historical comparisons
– Graphic presentation
– Personal matters

• Assistance with estate planning
• Retirement planning
• Consultation during mergers and acquisitions
• Interfacing with bankers and attorneys
• Investment strategy and monitoring
• Business planning and consulting

Tax Questions? Contact us for custom tax and accounting services designed for you.