If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

When it comes to entrusting your business bookkeeping needs to an outside firm, feeling that your needs matter and that you are being heard are paramount.

Our firm is built on communication with our clients and shepherding their financial security with the utmost level of trust.

We are a smaller, personable firm with the ability to tailor our services to your particular financial needs.

We begin with an assessment of your current bookkeeping arrangement then with one on one communication guide you through our services and how we can implement them to meet your financial needs.

  • Basic Estate Planning
  • Bookkeeping/Write-Up
  • Business Entity Selection
  • Payroll Services
  • Retirement Planning
  • Tax Preparation & Planning

Over 60% of Americans do NOT have a will. Most parents do not have a guardian named to care for their children. What if I said the government would make these decisions for you since nothing is down in writing? Would that be acceptable to you? Estate planning doesn’t have to be difficult or time consuming. Let us help you complete basic estate planning documents so as to protect your loved ones!

The majority of Americans (over 60%!) do NOT have any estate planning in place. No Wills. No guardianships planned for their children. IF the worst were to happen, do you know the government would step in and make these decisions for your survivors in the absence of an existing plan? Making an estate plan does not have to be difficult or stressful. We can help you with basic estate planning documents to protect your family. Contact us and learn more about what we offer.

Learn more about our Easy Online Estate Planning here.

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Perhaps you have outgrown your current bookkeeping system, or maybe you feel you don't fully utilize it. Perhaps it feels scattered…we can help. We can provide bookkeeping and write up services to ease operations of the financial end of your business. As a business grows, financial needs can change. We can assist with and guide your financial operations systems and help build a solid groundwork from which your company can grow more smoothly

We use a cloud based system that integrates banking, accounting, tax preparation and data storage.

Our cloud-based accounting platform, Xero is one of the best in the business. It allows us to service our national clients with ease! Learn more…

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Choosing the correct entity for your business impacts your business financial and tax possibilities. Are you ready to begin your entrepreneurial journey? Has your business outgrown your original entity selection? We can help make sense of the options.

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Keeping up with ever changing local, state and federal laws and tax regulations, and inputting all your data for payroll can seem like a full time job. When you use our payroll services, our professionals can take care of the details for you and keep you informed of the changes that will affect your company. All while ensuring your payroll needs are met smoothly and on time.

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Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Many choices can be made in regards to retirement planning, we are here to help make sure NOT planning isn't one of them. Whether for yourself or as a package to offer your employees, we can help customize a retirement plan to fit your needs.

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Tax planning should be a process throughout the year, not a last minute panic in March. Our professionals understand tax implications and are able to help you understand the changes as your business grows. Through continuing education and staging up to date on policy changes we can help you stay in front of tax regulations that will impact your business.