If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Accounting Services

My firm offers a complete range of accounting services, including receivables, payables, and payroll management. I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. My firm will also prepare custom financial reports for internal, managerial use.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? My firm will help you select the software that’s right for you and will teach you how to use it effectively.

Tax Services

My firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. My firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning

My firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I offer full tax preparation and filing services.

Computer Consulting

You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. I understand your fears and will work with you to setup an efficient, user-friendly computer system.

Bookkeeping/Write-Up

My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

My firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of my clients state that these value-added services are indispensable.

Consulting Services

My firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Tax Preparation

My firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Payroll Services

Our firm provides a comprehensive payroll service that is customized for your specific needs. It includes:

• Calculations for all 50 states, plus localities and territories types: including retroactive, tip income, and reimbursement
• Multiple Payroll Schedules
• Multiple withholding capability and full State Unemployment reporting compliance
• Standard, bonus/commission and additional payrolls
• Direct Deposit of paychecks with the option to use multiple accounts
• Check printing on pre-printed checks
• Standard and custom deductions
• Time off accruals and tracking, including Sick, Personal, Vacation, and Custom options
• Simplified data entry worksheet
• Electronic payment of federal and state payroll taxes (where available)
• Filing of all quarterly Form 941 and Annual Form 940 federal and state payroll forms, including state insurance, disability reporting and more
• Complete W-2 and W-3 forms service and reporting
• Full array of compliance and analytical reports to help you gauge the effect of human resources

Management Advisory Services

My firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Financial Forecast & Projections

My firm provides complete financial and business forecasting services, including pro forma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements

My firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

IRS and State/Local Representation

My firm knows the tax laws, and we know how your tax return was prepared. We can provide representation services before the IRS as well as state and local taxing authorities.

Sales Tax Services

My firm prepares all sales tax filings and offers full sales tax audit representation.

Financial Planning

My firm offers a complete array of financial planning services for individuals and businesses and will work closely with you to help you achieve your financial goals.