Services

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.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Basic Estate Planning

Over 60% of Americans do no have a will. Most parents do not have a guardian named to care for their children. What if I said the government would make these decisions for you since nothing is down in writing? Would that be acceptable to you? Estate planning doesn’t have to be difficult or time consuming. Let us help you complete basic estate planning documents so as to protect your loved ones!

Learn more about our Easy Online Estate Planning here.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Our cloud-based accounting platform, Xero is one of the best in the business. It allows us to service our national clients with ease! Learn more…

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Business Planning

Ensure your business starts off right. Create a written plan of what to do and how you plan to do it. All businesses need a strategy for success! We work with you to get your idea off the ground or to create a new plan for your existing business.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Payroll Services - Get Started!

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Personal Bill Payment Service

With over 25 years’ experience in wealth management, I provide a Personal Bill Payment Service to help alleviate some of the stress related to managing the finances for a loved one. This service provides peace of mind and comfort to people knowing their financial responsibilities are taken care of. Click here to learn more about what a Daily Money Manager is.

Click here to learn more.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Click here to schedule appointment today!