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Our Services

We offer a wide variety of accounting, tax and consulting services, including:

Tax Preparation

Accounting Services

Entity Selection and Formation

Software Consulting

QuickBooks Implementation and Services

Debt and Financial Consulting

Benefits Plan Strategies

Temporary CFO/Controller


Tax preparation:

Tax preparation: Including Corporate, Partnership, Individual, Nonresident Alien, Multi-State, Sales, and Estate and Trust returns. Additionally, we provide IRS notice resolution and representation and Health, Welfare and Benefit Plan reporting and tax preparation.


Accounting Services:

Payroll and payroll tax preparation, accounting and bookkeeping, cash flow and financial statement preparation, including compilations and reviews.


Entity Selection and Formation:

Choosing the correct business entity (Sole Proprietorship, Partnership, LLC, S Corporation or C Corporation) has a significant impact on your taxes, benefit plan options, and liability. Our knowledge and experience will help you select the right entity type and advise you for any future changes.


Software Consulting:

Choosing the right business and accounting software allows you to concentrate on running your business and it gives you the information needed to grow and be profitable. Advice for Retail Point of Sale, Inventory Management, Human Resources, Third Party Billing, General Ledger and various other software packages.


QuickBooks Implementation and Services:

We can help you select the right bookkeeping solution for your business needs and budget, whether it is in-house or services provided by us.


Debt and Financial Consulting:

Obtaining financing from Banks and the Small Business Administration has become increasingly difficult. We can assist you in preparing a comprehensive package with a business plan, budget, financial statements, projections and a cash flow plan. Get the financing you need to support you business.


Benefit Plan Strategies:

Depending on your entity type, you have various plan options available for you and your employees. Selecting the right plan is a complex decision to maximize you tax advantages and fit your budget. We provide expert advice in selecting IRAs, SIMPLEs, SEPs, and 401Ks and other pension and profit-sharing plans.


Temporary CFO/Controller:

As a former C-level executive, I can provide your business with significant expertise in financial reporting and analysis, audit preparation support, preparation of budgets and forecasts, business and strategic planning and cash flow management. Consider having me fill the senior finance role for you business.

We can help you