Tax Planning & Compliance:

• Federal & State Income Tax Return Preparation
• Tax Alternatives (1031 tax-deferred exchanges)
• Tax Planning & Projection
• Payroll & Sales Tax Return Preparation
• Estate Planning & Tax Preparation
• Real Estate Acquisition & Disposition
• Preparation of Individual, Corporate, Partnership, LLC & LLP Tax Returns

Accounting:

• QuickBooks® Advisors
• Compilation & Review of Financial Statements
• Financial Forecasts
• Cash Flow Analysis

Business Services:

• Buying & Selling Businesses
• Business Valuations
• Budgeting Systems
• Financial Feasibility Studies
• Long-Range Planning
• Proper Entity Selection

Data Processing:

• Monthly Financial Statements
• Monthly General Ledger & Journal Processing
• Microcomputer applications
• Payroll Tax Preparation
• Monthly Bill Paying & Collection Services

Registered Investment Advisory (RIA):

• Estate Planning
• College Savings Planning
• Investment Portfolio Design
• Retirement Investing