Our firm provides income tax, accounting, financial statement auditing, business and tax planning, and other services to individuals, partnerships, corporation, estates and trusts, and non-profit organizations.
Following is a comprehensive list of the services our firm can provide:
Preparation of computer generated tables for notes payable or receivable
Tax Planning – We seek ways to preserve your assets for your heirs, avoid estate taxes, and minimize probate problems. This service is normally provided in concert with your attorney and financial advisor to assist in the accounting for and valuation of assets and liabilities.
Financial Planning – This service is often provided in concert with those of your certified financial planner and attorney.
Software – We can analyze your needs and help you select the right software to accomplish your objectives. We can install this software and insure your system is operational and running efficiently. We can continue to support you with future software problem-solving.
Hardware – We can assist you in selecting the right hardware to run the software you have selected, insuring your system can expand for future needs. We can also perform the actual installation and hook-up of system components.