Looking Out For Your Business
Comprehensive Services and Support for Small and Mid-Sized Companies
CPA Services
We help safeguard your business and position it for growth with a full menu of traditional CPA services. Our clients depend on us for expert assistance with their taxes, pension plans and financial records.
Tax Return Preparation
- Preparation of annual individual or corporate tax returns for a sole proprietor, partnership or corporation
- Reconciliation of account books, profits to taxable income, including multiple entities
- Maintenance of fixed-asset depreciation schedules, including updating of client-provided additions and deletions
Income Tax Planning
- Strategies for reducing or deferring substantial tax bills
- Steps to avoiding surprises and penalties in April
Free Business Assessment. Contact us for an appointment.
Audit Services
Preparation of audited financial statements, including disclosures to comply with bank requirements and descriptions of internal accounting control systems.
Financial Services
- Preparation of compiled (unaudited) financial statements
- Preparation of reviewed (unaudited) financial statements with full notes, as may be required for bank loan covenants
- Preparation of pension plans and plan return