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Our Services

The following is a list of services provided by this firm. However, this list is not all-inclusive, and you should not be concerned about calling in regard to any business, tax or financial related matter. We maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist, you can be assured we will refer you to the right individual or firm.

If you are a prospective client, please call for a complimentary get acquainted appointment or phone conference.

  • Tax Return Preparation
  • Representation Before the IRS
  • Tax Planning
  • Other State Tax Return Preparation
  • Relocation Tax Problems
  • Consulting Services
  • Bookkeeping/Write-Up
  • Audit Services
  • Reviews and Compilations
  • Payroll Services

Tax Return Preparation
We provide a full range of tax services to reduce, anticipate, report, and, if necessary, contest tax obligations. Our practice areas include individuals, trusts, estates, partnerships, limited liability companies, S corporations, and regular corporations. The resources of the firm (research and analytic skills, computer and library resources, practical experience and a desire to provide value) are applied in every engagement for our clients.We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner.

Representation Before the IRS
Are you having a problem with the IRS or the state? If you owe past due money, if you receive puzzling correspondence from the IRS, or if your return has been selected for an audit, we are fully qualified to assist you before the IRS or the Franchise Tax Board. We specialize in Collection and Appeals representation.

Tax Planning
We can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, we will assist you in planning your tax obligations for the entire year, so there won’t be any surprises at tax time. We’ll also be on hand to explain the tax structure so you’ll know where your money is going. We are well equipped to ensure that you gain the full benefit of your deductions through our intensive continuing education and training.

Other State Tax Return Preparation
This office has extensive experience in preparing returns for all states in the U.S. and the preparation of multiple state returns in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.

Relocation Tax Issues
Our office specializes in tax problems associated with relocations from state to state. In addition to being experienced in preparing returns for all states, we specialize in home sales, moving, pension rollovers, part year and non-resident income allocations for the various states.

Consulting Services
We can help your business identify areas negatively affecting profitablilty 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
  • Financial forecasts & projections

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.


In accordance with professional standards, our audits focus on examination of financial statements. However, independent examination based on our experience delivers added value to our clients. Moreover, we plan and coordinate every audit to minimize inconvenience and cost.

Our audit approach requires a complete understanding of clients’ operations. Understanding includes:

  • External factors, such as economic and business trends
  • Internal factors, such as service programs, capital requirements, management,
    and information processing

This audit approach targets essential operations, especially those subjective or complex areas most effecting financial statements. During planning and interim phases of our engagement, we evaluate accounting systems and controls to design an efficient audit. Effective planning also identifies potential problem areas for early resolution and ensures completion of the audit without delay.

We use a "single team" approach for both audit and tax services. This approach prevents demands on client staff to educate separate audit and tax consultants. It also assures that personnel working on the engagement will have mastered all the accounting and tax rules affecting a client.

Our audit approach minimizes the disruption and inconvenience of an annual audit. Most clients are not adequately staffed to readily absorb the added work of year-end audits. To reduce their workloads, we assign personnel with appropriate experience to maintain continuity of the engagement team. We also insist that our team regularly communicate with the client to resolve issues when they arise -- rather than during the year-end audit. Thus our team, being well along the learning curve, will save time and prevent or quickly solve problems. In brief, working both with and for client results in a positive relationship. Our total involvement in understanding clients’ operations assures our effective service as auditors and advisors.

Reviews and Compilations
For those clients not requiring audited financial statements, we offer review and compilation services. A review consists of performing inquiry and analytical procedures to provide reasonable assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with generally accepted accounting principles or with another basis of accounting.

A compilation consists of presenting, in the form of financial statements, information that is the representation of management without undertaking to express any assurance on the statements.

These services are especially applicable where financial statements are needed in proper form or with limited assurance, but where the cost of an audit is not justified.