We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Accounting Tax Preparation Financial Planning Consulting Accounting Business owners must focus on making their business successful. This time is best spent maximizing revenues, watching expenses closely and supervising staff. The more the business expands, the more complicated these matters become, especially when expansion involves a line of credit or other business loans. Lenders require periodic financial statements. One area that always suffers, usually because of time constraints, is the business accounting. That’s where we come in. Depending on the size of your business, the size and level of expertise of your accounting staff, we can help. The level of service we can provide ranges from simply setting up the accounting systems (“the books”) to a full menu of services. We can… Setup accounting systems, including software installation and configuration to your operations. Assist accounting staff on a monthly or quarterly basis close the books and generate financial statements. Computerize monthly accounting detail. Bank reconciliations Payroll Quarterly payroll tax returns Sales Tax returns Tax Preparation The primary goal of income tax return preparation is MINIMIZE TAX. Our firm prepares approximately 2,000 income tax returns annually for individuals, corporations, partnerships and estates. Our customer list includes a diverse population of businesses and individuals that have provided our staff a multitude of experience when preparing income tax returns. This experience has added to our knowledge base for tax return preparation, allowing us to provide our customers with professional return preparation taking advantage of all possible deductions to minimize tax. Additionally, we use state of the art software and research facilities along with continuing education to keep ourselves current on all tax law changes and tax planning opportunities Financial Planning Investors are best served by professionals that work closely with them to achieve their financial goals. Financial Planning should be the number one priority of every person so they can answer 5 major questions: 1) Will I have enough money to survive when I retire? 2) How can I reduce my investment risk and still achieve financial independence. 3) What should I invest in? Stocks? Bonds? Annuities? 4) Are my retirement assets properly diversified and are the investment strategies designed to meet my retirement goals? 5) Am I properly prepared financial in the event my spouse dies? Our Financial Planning staff assists every person with the dignity they deserve ranging from the very large institutional account or a small growing family. We pride ourselves in the ability to educate our clients and fully explain our investment recommendations. For your convenience we offer appointments in your home or at our office. We also provide complimentary educational seminars at the worksite regarding investments, rebalancing the retirement accounts, estate planning, college planning etc. Have your Human Resource Director contact us for details Serving as unbiased professionals we offer over 4,000 different mutual funds from 160 different fund families, i.e. Fidelity, Pimco, Oppenheimer, Aim etc. We also offer bonds, stocks, annuities plus a variety of Insurances products, including Life, Disability and Long Term Care. “Being good at what we do is important but being able to help is an honor” Consulting We work with our customers in other ways. We can assist your organization in areas such as: Working with lenders to acquire a business line-of-credit Assessing accounting operations and systems to improve quality and efficiencies. Assisting businesses to transform a manual accounting system to a fully computerized system. Budgets and forecasting Business Plans Training personnel