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.


Our firm specializes in supporting small business owners as they grow from startup to financial success. Our accounting specialists work with you to keep track of your income, expenses, assets, and liabilities so you can concentrate on what you do best. In addition to routing bookkeeping, we provide planning assistance as your business needs change and grow.  Working with highly trained tax professionals, we strategize with you to develop and achieve your business’s financial goals..

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Setup

The entity structure you select for your business, whether it be a Sole Proprietorship, Single or Multi-member Liability Company, Partnership, or a C or S corporation, has enormous financial and tax implications. It is crucial that you make the right decision and the business is set up properly. Our expert business specialists work with you throughout each important step of the setup process to ensure your needs are properly met.

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Business & Individual Tax Preparation & Planning

Adequate tax preparation and planning can minimize your future tax liability. We can help you proactively manage your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. Having us on your team makes you 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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Financial Statements

Financial statements are an essential tool for management decision-making and represent your business to lenders, partners, potential buyers, and other interested parties. We will work closely with you to develop and finalize accurate and timely financial statements.

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Notary Public

A notary public can help you handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

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 in these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while keeping payroll running smoothly, no matter how large your business and your employee population become.

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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 financial situation. Suppose you are choosing a retirement plan for your business. In that case, we will base our recommendations on the unique characteristics of your business and your employee population and the legal and compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities want to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns efficiently and in a timely manner.

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Business Licensing & Permits

Our business specialists can assist with State and Local licensing requirement including: Payroll and Sales Tax Permits, Contractor licenses, Beer and Wine permits, and many other business licensing and permits

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Tax Resolution

Our tax resolution services help with three or more years of unfiled past tax returns, mistakes on returns already filed, audits, audit reconsideration, tax debt solutions, and responses to notices from the IRS or State(s). We help strategize the best solution for your situation. 

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Workman’s Compensation Reporting

Our frim is happy to assist with Workman’s compensation reporting and payment scheduling and annual business insurance audits. We work with our client to ensure payroll and sub-contractors are reported as necessary, and that our client has the proper documents to ensure they are in compliance with their insurance provider requirements.

Call today to schedule an appointment!