Our Services

• Monthly/quarterly and year-end accounting services

• Compilation and Review financial statements

• Computerized bookkeeping including training on

   QuickBooks, Peachtree & other proprietary software

• Analysis & comment letters on Client

   computer prepared financial reports

• Business consulting, evaluations and acquisition advice

• Budgets, costs, product and profit analysis

• Business start-up assistance, including entity selection

• Family budget planning

• Computerized record keeping

• Personal financial statements

• Education planning

• FAFSA & college aid planning

• Assistance in completing FAFSA forms

• Special Needs Trust planning

• Elder Care

• All forms of business tax returns

• Multi-state tax returns

• Prior year tax returns

• Amended tax returns

• NEXUS issues - State filing requirements

• Multi-state tax filing requirements

• Quarterly payroll tax returns

• Tax compliance issues re: payroll & sales tax

• Tax compliance re: sub-contractors & Form 1099

• Federal & state Fuel Tax returns

• Monthly/quarterly state sales & use tax returns

• Individual tax returns

• Multi-state tax returns

• Prior year tax returns

• Amended tax returns

• Tax planning and strategies

• Gift tax returns & related reporting

• Divorce strategies & tax planning

• Property Tax rebate forms

• Tax audits and appeals

• Estate & gift planning

• Family Limited Partnerships

• Gift Tax returns & related reporting

• Special Needs Trust planning

• Estate & trust tax reporting requirements

• Estate & trust accounting records

• Estate & trust tax returns

• Support services for law firms

   re: tax compliance and return preparation

• Retirement planning

• Business succession planning

• Planning for long-term healthcare and elder care

• Planning services, performed by CPA's and

  CFP^® professionals

• Financial planning (no product sales) by a

   Certified Financial Planner™

• See our article in CPA Wealth Provider Magazine