We strive to maintain a personal relationship with all of our clients. Our firm’s philosophy to provide friendly, quality service and availability to all of our clients. In turn, we expect our clients to look to us for consultation when they have a significant decision to make or have a question that needs clarification. We keep our clients informed of the tax law changes to take advantage of any tax incentives that may apply to their unique situation.

Tax Planning

The skills required to prepare a tax return is more about the planning than the preparation. We understand that tax ramifications are a major consideration in virtually every financial and business decision. Tax planning is an on-going process whereby we consistently look for the tax advantages in the always-changing tax code. We offer useful and proactive solutions to decrease your current and future tax liabilities. We take pride in knowing that our clients are aware of their own tax situation and trust in our ability to educate them of the tax laws.  Here are just a few of the services we provide:

  • Entity selection
  • Organizational Consulting
  • Maximizing tax credits
  • Personal and financial tax planning
  • IRS and State representation
  • Employee Benefits
  • Estate Planning
  • Estate and Gift Tax

Tax Preparation

Our goal is to make the tax process as easy and informative as possible. Our firm has the experience and knowledge to complete all tax returns accurately and timely. We provide our clients with an annual tax organizer, convenient tax season hours and electronic filing of all returns and extensions.  A sampling of tax returns we prepare:

  • Income – Individuals, Partnerships, C Corporations, S Corporations, LLCs and Fiduciary returns
  • Multi-state
  • Sales and Use tax

CFO Services & Cash Management

We address the needs of our clients when they may not have the resources to employ a full-time, costly accountant to their staff. We feel that the client’s time is better utilized when concentrating on efforts of selling and delivering their products and services. At reasonable rates, we can provide the assurances needed in order for you to feel confident in the numbers presented in your financial statements and the outlook of your business. We also provide tools and advice to help manage the ups and downs of any business. Here are just a few of the services we provide:

  • Preparing annual budgets and financial projections
  • Compiled monthly, quarterly or annual financial statements
  • Cash management and forecasting
  • Banking collateral reporting
  • General business consulting
  • Loan acquisition and bank relation consulting

Outsourced Accounting & Bookkeeping

Knowing the day-to-day struggles any business owner has, we strive to alleviate those hurdles by These services are the foundation up educating and informing our clients of their financial position. Our services are designed to meet the client’s needs and allow them to focus on building their business and achieving the goals they have set. We can provide the following services:

  • Accounts Payable – review and payment of vendor invoices
  • Accounts Receivable – invoicing, recording and tracking of receivables
  • Basic bookkeeping – preparing bank reconciliations, journals and ledgers
  • Software selection and training
  • Payroll entry and tax reporting through a payroll provider

Real Estate Consulting

The foundation of these services will provide a real estate investor with sound advice as it relates to their own personal situation. In addition to the other services we offer, we address the industry specific challenges which can include:

Analysis of the tax benefits of real estate investing

  • Passive Activity loss rules
  • Real Estate Professional definition
  • At-Risk loss understanding
  • Section 1031 – Tax Preferred Real Estate Exchange

Real Estate investment analysis

  • Cash Flow
  • Bank requirements
  • Return on investment before and after tax for the investors
  • Entity selection to holding the investment
  • Entity operating agreement and structuring consulting

Real Estate short-term and long-term holding investing analysis

  • Flipping properties
  • Purchases subject to; lease options