Professional Services

One of the main challenges professionals and small business owners struggle with is trying to manage the myriad of payroll and sales taxes they are required to pay.

Through our accounting and tax preparation services, we work with clients to help keep their finances in order and their taxes paid.

Our professional services and small business clients include:

  • Attorneys
  • Financial Planners/Advisors
  • Light Manufacturing
  • Medical Practitioners
  • Non-Profit Organizations
  • Professional Services
  • Retail
  • Tech

 Federal, State & Local Tax Preparation and Management

As states have become aggressive in their tax collection enforcement, we work with our clients to ensure they are in compliance with all tax regulations within the states, cities, and municipalities in which they operate.

We are diligent in preparing our clients for changes as a result of the tax reform laws enacted in 2018 and can assist them in adjusting their withholdings accordingly.

Financial Consulting

While business owners are experts in their field, they may not always have the business finance acumen to help fuel their success.

Our accounting services include consulting and advisement services that help clients with their profitability management, as well as assist in the development and implementation of business processes.

We help them develop key performance indicators to properly monitor the success of their strategies and goals.

Our QuickBooks services help businesses establish and maintain accurate account payables and receivables, as well as cash flow and billable services. We will train our clients’ in-house administrators in QuickBooks and provide support for any issues that arise.