Click on each topic to read the information

Tax Preparation

  • Federal and State
  • Prior Years
  • Amended Returns
  • Short and Long Term Tax Planning Strategies
  • IRS Problems

On Site Special Projects & Consulting

Do you have a need for a CPA for a special project?

Lots of people already have a CPA to do their taxes or bookkeeping.

Sometimes you need someone for a special project that is too time-consuming for your regular CPA to undertake.

Some reasons you might need us:
  • Taxes
  • Accounting
  • Prepare for an Audit
  • Organize your data
  • Legal Discovery

People tend to use the tools they're familiar with and often they are not very well suited to the task.

It's a big mistake to try to use a spreadsheet to organize large amounts of data. You might make the data "fit", but you'll end up with a inflexible data management system that results in a maintenance nightmare.

Often you need a true database, which can make future additions and changes to the data much simpler.

We use all the modern tools available to CPAs and Accountants.

Let us show you how!

Business Start Up Services

  • Business Plan and Structure
  • Accounting Systems and Internal Controls
  • Evaluation of Financing Options

Performance Planning

  • Budgeting and Forecasting
  • Financial Review
  • Product and Job Costing
  • Fixed and Variable Costs and Break-even Analysis
  • Lease vs. Buy Decisions
  • Net Present Value and Internal Rate of Return Calculations

Sale, Transistion, Succession Planning

  • Enterprise Valuation









All information presented should be considered general in nature and not advice as to a specific situation.