Services Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner. Accounting Services We provide you with a monthly or quarterly income statement and balance sheet which compile your financial transactions for the period. These financial statements are custom designed for your type of business. They may include reports which give you comparisons of actual results with budgeted, or current year results with prior year results. These statements include a general ledger, payroll journal and bank reconciliation. We will show you how to use these "tools" to run your business successfully. Compilation and Review Services Our firm provides professional compilation and review services to businesses of all sizes. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) or other basis of accounting for use by banks, investors, and other third parties. Bookkeeping/Write-Up We can provide your business with detailed bookkeeping services, including check writing and customer invoicing services, bank statement reconciliation, and receivables and payables tracking and analysis and payroll processing. Financial Forecast and Projections We can work with you each year to develop a monthly budget for the upcoming year. Coupled with the financial statements we give you, these reports will be your tools that tell you how your business did versus what you planned. Tax Services We prepare all your taxes - payroll, sales, and income taxes - promptly. We regularly offer tax saving advice and periodically send you literature regarding the latest tax law changes and how they affect you. If you're new in business, we can help you decide if you should incorporate and if you should elect S corporation status. IRS and State/Local Representation Our firm knows the tax laws, and we are knowledgeable of current tax practices. We can provide you complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS. Business Valuations Our firm provides cost-effective business valuation services, quickly and efficiently. Computer Consulting We can show you how using a computer (and the right software) to perform your daily accounting tasks can save you time. Tasks such as billing your customers on the computer and knowing quickly how much they owe you, writing checks on the computer and knowing your cash balance at any time. If you have some accounting knowlege or the proper staff, we can help you set up the chart of accounts to properly keep track of your general ledger in-house, with us periodically perusing these financial statements but not compiling or auditing them. Retirement Planning It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW.  Pension & Profit Sharing Plans We can help you decide which retirement plan is best for you, and then we will help you fill out all the paperwork necessary to implement it. For example, if you own a small business, we can show you how the new SIMPLE Retirement Plan can save you three to six times more money than an IRA, and how it's cheaper to maintain and easier to understand than a 401K and other retirement plans. Payroll Services Our firm offers complete payroll processing and payroll tax reporting services. We prepare all federal and state returns and offer electronic filing capabilities. We do what ADP and Paychex do, but with a personal touch. Debt & Financial Services We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. Our mortgage originator license allows us to help you get a mortgage or to refinance your existing mortgage.