Accurate record keeping is the key to successful business planning. We can provide data entry for computerized record keeping or instruction and training on using your own record keeping system. With accurate records you can determine where your business has been, and project where it is headed. From your companies records we can provide financial statements to help you meet financing requirements, or obtain financing or refinancing. We can help you project your income tax liability and make suggestions as to what can be done to change it.

We prepare payroll reports either from after the fact information or a complete reporting including preparing pay stubs from time records provided by you.

We provide audit and review services having completed an on site peer review, as required by the AICPA, every third year since 1996. We are prepared to provide audited financial statements to meet loan, governmental, and organizational requirements. We can audit or review your financial statements to meet bonding requirements.

We provide Tax planning and preparation for Corporations, Partnerships, LLC’s, Non-Profits, Individuals, Self-employed Individuals, Farmers, Rentals, State & Local Returns.

All of our tax planning and preparation is completed at your place of business or in our office. I do not out source any part of your record keeping, payroll, tax planning or preparation. I prefer doing a tax planning visit at your place of business or in my office to help you plan for and understand how much tax you owe and what you can do before the end of the year to change it.

As a CPA I can represent you before the IRS for audit, collection and notices you may receive.

Other services we provide are budgeting, retirement planning, minimum distribution calculations, estate planning and business succession.