Our practice provides a range of client-centered services to meet the specific needs of individuals, small businesses and start-up ventures. We are proud of our reputation for being responsive, engaged listeners, and for thinking ahead on behalf of our clients in the name of the most effective financial planning. Our professional services include:

Tax Management
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow and keep things on track with set financial goals. We are knowledgeable and current on the tax laws, and our expertise, experience, analysis and research allow us to optimize financial opportunities to be found in existing as well as recently altered regulations.

Already a local tax client and planning a move? Not a problem, our offices support clients on the go in the military and others who have relocated to different parts of the country.

Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our professional accounting services steer our clients closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Our full range of accounting services include:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

IRS Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you are chosen for an audit, the professional representation we provide can provide real peace of mind. We are ready and willing to answer any and all questions the IRS may be asking of you.

Small Business Start-up
From a company’s inception and throughout its growth and development, we advise our small business clients on initial identification of entity type and later restructuring, if advantageous. Additionally, we assist start-ups in setting up their accounting systems in accordance with their unique business needs. Oftentimes, our start-up clients outsource and entrust their entire accounting function to our expertise so they can completely focus on growing the business.

Industry Specialization
Though we have experience working with clients of many sizes and in most every industry, it’s worth mentioning that we don’t shy away from those with a more challenging reputation, financially speaking, including small business, construction, restaurant and retail. All industries are welcome!

For more information on any of our services, please contact us directly at 802.985.5570 or [email protected].