My firm offers a wide range of services to my individual and business clients. Because my firm is relatively small, my clients benefit by getting personalized, quality service. Below I have listed the services that I offer to my clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

  • Audits, Reviews and Compilations
  • Bookkeeping and Accounting Services
  • Business and Not-for-Profit Tax Services

Accounting Services

Audits, Reviews and Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. I provide financial reporting on all three levels of assurance:

  • Audit – an intensive examination with the highest level of assurance, including audits under Government Auditing Standards and OMB Uniform Guidance (Single Audits)
  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

Bookkeeping and Accounting Services

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation for
    • Corporations
    • Partnerships (including LLCs)
    • Not-for-profit organizations

I am currently not taking any new individual tax clients