A complete array of planning, compliance & filing services for individuals and business. Knowledgable advice for the tough decision-making times in your life. Full bookkeeping services including custom packages to suite your requirements. Complete and accurate accounting will enable for better business decisions, and easier tax filing.
Services
Full Service Accounting Packages are an integrated combination of bookkeeping, tax preparation, tax planning, and business planning services. While some clients prefer to utilize each service as needed, some prefer to bundle all of the services together for a single monthly fee. Below are three common bundles.
Our experienced tax advisors are here to ensure that your income tax filing is done properly and with due care. We have the ability to match the appropriate staff to accommodate the level of difficulty your project demands. Our philosophy is based on planning. We believe that preparing tax returns is much less valuable that the planning that can be done to understand and control your tax consequences.
Estate planning is a process in which people organize their affairs allowing those they leave behind to benefit from their wisdom as well as reduce the burden of dealing with administrative matters. People often assume that estate planning is only for the wealthy. This is simply not the case. There are many issues that are addressed with an estate plan that go beyond the financial aspects.
After many years providing audit services to PHA's, our firm has become uniquely qualified to act in the capacity of Fee Accountant. Our approach to fee accounting services is to work with the client to enable them to handle the day-to-day accounting activities independently. Rather than take over the accounting function, we prefer to keep the staff infrastructure in place and act as consultants or outsourced CFO's to assist the accounting staff with areas that require additional experience or specialized knowledge.
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