Our Services
What can we help with?
We offer a range of services from on-site software installation and training to full-service financial statement preparation and accounting support to our client’s in-house accounting staff. We provide detailed tax planning and preparation services for our clients to make them aware of pending tax changes and to effectively plan for funding of tax obligations.
The senior members of our firm share a broad range of experience in accounting and tax services, business management, financial planning, and software information systems to bring the necessary talents to work toward our client's objectives.
Teamwork
We work together for your best interest and leverage our experience, specialty, and knowledge to get the job done well the first time. We’re on your side, working with you and on your behalf every day.
Expertise
The business was initially started with a heavy concentration of physician clients. We now serve about 50% physicians alongside personal and business clients from various industries and backgrounds.
Communication
Taxes can be overwhelming, legal jargon can be confusing, and decision-making can be tough. You can trust our team to communicate with you throughout the process and explain each step in an empowering way.
How We Help
Accounting & Payroll
We offer all levels of accounting & payroll services, from full-service accounts payable and payroll processing to assisting your in-house personnel with these tasks on an as needed basis. We often act as an extension of your in-house accounting department to ensure accurate and complete financial reporting.
Tax Planning & Preparation
Our firm has expertise in all areas of tax preparation - including corporate, partnership, fiduciary, and individual tax returns. We also provide state and multi-state tax preparation services.
Speciality Management Consulting
Having worked with business clients in all phases of their business life span, we offer management consulting services to assure our small business clients are able to make well-informed, strategic decisions regarding various aspects of business operations.
Contact Us
Ready to get started?
We’d love to hear how we can help. Please fill out the contact form below and our team will be in touch during our business hours.
LOOKING TO JOIN OUR TEAM?
Are you an accounting or tax professional looking for your next career move? Our firm offers a fun and supportive team environment with a casual yet professional atmosphere. Pocket protectors not required!