Our Services

Accounting Services

  • Compilation Services
  • Bank Reconciliation
  • Financial Statement Preparation
  • Bookkeeping Services – Preparation of Payroll and Sales Tax Returns
  • Estate and Guardianship Accounting
  • Assistance with QuickBooks

Tax Preparation

  • Individual – We can also provide assistance with Delinquent Returns.
  • Partnership
  • Corporate
  • Estate & Trust
  • Non-Profit
  • State and Local Returns
  • Representation Before the IRS for Individuals & Businesses

Business Planning

  • Assistance with Business Decisions
  • Assistance with Completing Forms for Start-Up Companies
  • Business Loan Assistance

Elder Care Services

  • Assistance with Check Writing, Deposits & Bank Reconciliation
  • Review of Investment Objectives, Working with Financial Consultants & Attorneys
  • Compilation Services & Preparation of Financial Statements
  • Preparation of Health Insurance Claim Forms
  • Other Miscellaneous Financial Services

Additional Services

  • Miscellaneous Financial Services are Available Depending on Client’s Unique Needs