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Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service includes this website, as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. Use the financial calculators to assist you in budgeting, financial planning, or determining loan payments. Stay alert to tax and accounting news by reviewing the monthly client newsletter and weekly tax tips.

In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback (we would love to hear from you). We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions. Visit often as current news impacting your financial situation will be outlined here.

 

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Accounting & Financial Statement Preparation

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Bookkeeping/Write-Up

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Tax Preparation Services

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IRS & State Representaion

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Payroll Services

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Sales Tax Services

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Tax Planning

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Business Entity Selection

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Business Succession Planning

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Estate Planning

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Retirement Planning

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NEWSLETTERS

September 2021

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear.Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware that inflation is with us and what you can do about it.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

August 2021

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans!This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these payments in this month’s newsletter.Also read about how to maximize your vehicle expense deduction if you’re a business owner, several things to consider when looking for your next banking relationship, and how to protect your privacy from companies spying on your every move.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

July 2021

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce your tax bill.There is also an article that provides some ideas on how to think about debt. Some of it is good, while other debt is bad. Plus, the IRS is turning up the heat on small business audits. All this and a fun article on what to expect in the future with hi-tech travel.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

June 2021

Do you know your net worth?Find out why knowing this number is one of the most important financial concepts you'll want to understand. If you own a small business, read about why you should consider hiring your kids for a part-time summer job.Also find out how a continuous 12-month forecast can help you better organize your finances and tax obligations, and take a look at some of the most popular podcast genres playing over the cyber airwaves today.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

May 2021

Tax day is finally here!To celebrate getting your tax return finished, test out your knowledge of tax history with our trivia quiz. Also read about some helpful hints that can make paying your bills less stressful.We also have some suggestions for how small businesses can help one another stay afloat until the entire economy returns to normal. Finally, read about some tips from the Federal Trade Commission on keeping your kids safe online.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more