Services

We offer the following business services to accommodate our clients with all of the assets we have.  Here is a listing of the services we provide.

 

Tax Planning and Tax Preparation:                   

  • Individual
  • Partnerships
  • Corporations
  • Trusts and Estates
  • Retirement Plans
  • Non-Profit
  • Payroll
  • Sales and Use Tax
  • Personal Property Tax

 

Accounting Services:

  • Audits
  • Reviews
  • Compilations
  • Agreed-Upon Procedures

 

Business Consulting Services:

  • Business Start-up
  • Choice of Entity
  • Strategic and Business Planning
    • Business Plans
    • Budget Services
    • Cash Flow Analysis
    • Performance Management/Analysis
  • Succession Planning
  • Business Valuation Services

 

Bookkeeping and Computer Services:

  • Monthly Financial Statement Preparation
  • Payroll Services
  • Training in Quickbooks® and Peachtree®
  • Accounting Software Consulting

 

Retirement Planning:

  • Choice of Plans
  • Funding
  • Distributions
  • Financial Goals and Objections

 

Estate Planning:

  • Goals and Objectives
  • Lifetime Transfers
  • Transfer on Death
  • Charitable Gifting
  • Trusts