Accounting Services My Firm offers a complete range of accounting services, including receivables, payables & payroll management.  We 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.  Tax Services We offer a full range of tax planning and compliance services and 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.  Of course, we offer full tax preparation and filing serives. Tax Planning We continuously monitor federal, state, and local tax law changes to allow or clients to minimize current and future tax liablities.  If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Bookkeeping/Write-Up We can provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. Financial Planning I believe that most families need professional guidance based on a sound, comprehensive financial plan.  There are many resources available for making specific calculations a snap.  Investment guidance is available from The Wall Street Journal Investor's Business Daily and dozens of financial magazines and newletters.  These self-help tools are very useful.  However, some decisions are complex and interrelated, For example, college funding choices affect retirement savings decisions, which in turn impact on insurance needs.  Investment strategies impact on managing taxes and preserving assets for family or charitable giving.  As you can see, it is necessary to evaluate a concern on a basis broader than the one tranaction being considered. If you haven't considered financial planning or creating a personal budget and would like to discuss you situation, select "Contact Us" to get in touch with me. Estate Planning I offer estate planning services so you can minimize both federal and state estate tax liabilites.  We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. Other Services Offered Benefit Plan Services - Retirement Plans Business Succession Planning Business Valuations Buying and Selling a Business Cash Flow & Budgeting Analysis Estate Gift & Trust Tax Preparation Management Advisory Services Sales Tax Preparation & Consulting