Tax return preparation and tax planning

Our firm offers tax return preparation and tax planning services for individuals, S corporations, C
corporations, partnerships, LLC’s, estates and trusts and non profits.

Bookkeeping and financial statements

Let our trained staff prepare your financial statements. We can prepare both compiled and
reviewed financial statements. Financial statements can be generated on a monthly, quarterly or
annual basis.

Management and computer consulting

We advise small businesses in all financial matters they may face. We also have a QuickBooks Pro
Advisor on staff and help clients install and set up their QuickBooks and other computer software.

Payroll services

Our firm offers complete payroll services that include check writing, direct deposit of paychecks,
tax filings, electronic payments and more.

Accounts payable and accounts receivable management

Let our staff assist with accounts payable management. We can organize your vendor bills and
prepare your checks for timely payment.

We can also manage your accounts receivable. We can prepare and mail customer invoices, post
customer payments and follow up on collections.

Elder care

Let a caring member of our staff assist you with looking out for your loved one’s best interest.
We can assist with reviewing and paying household bills, balancing checkbooks and handle day-to-
day financial transactions.

We would be happy to discuss these with you in more detail at your convenience