WHAT WE DO FOR OUR CLIENTS

  • We work with our many clients on planning and implementing strategies so as to save taxes and maximize income.
  • We offer clients ideas and approaches to help make their accounting process more efficient.
  • We help clients in the initial structuring of business entities such as partnerships, corporations, trusts and non-profits.
  • We help clients set long- and short-term financial goals, and develop plans so as to meet them.
  • We prepare financial statements.
  • We set up and maintain bookkeeping systems – we are Quickbooks pros.
  • If necessary, we help clients resolve outstanding IRS problems.

And so much more!