Our firm provides “basic services” that are focused to our target client which is a small business (less than 50 employees) and individuals. However, we have access to services (and knowledge thereof) that we think makes our firm much different than our competition. We take great pride in not only knowing what we know but also recognizing what we don’t know and knowing where to find a solution to a problem. Tax Preparation & Planning: This is the foundation on which our firm was built, and ranges from individual, business, trust and non-profits. Accounting Services: The service offerings range from helping our clients prepare accurate financial statements for internal use to being a back-up to your internal or external QuickBooks provider. Real Estate: Our subject matter expertise in this area is one of our strengths and will be a significant growth area for us. We realize the investment a client makes in their building, either through ownership or tenant improvements, will be one of the larger items on their balance sheet. Financial Planning: We do not provide investment offerings for our clients but we do provide common sense financial planning advice. Payroll Services: We provide a full range of payroll services that gives our clients an additional provider option. We can provide a full range of services from check writing to completing and filing all of the payroll forms.
