Accounting and Tax Services



We have the resources, experience, in-depth understanding and commitment to

offer the following services to both individuals and small to

medium-sized businesses. We deliver these services

professionally, reliably and equally important with

care. Your Family's Finances, Our Family's Focus


Financial & Accounting Services

- Setup QuickBooks Financial Systems

- Bookkeeping Services

- General Ledger Maintenance

- Financial Statement Preparation

- Financial Analysis

- Forecasting and Cash Flow Planning


Tax Services

- Tax Preparation

- Tax Planning

- Federal and State Tax Compliance

- Individuals, Corporations, Partnerships, Estates and Trusts



Business Valuation and Acquisition Services

- Business Valuations

- Acquisition Due Diligence

- Buying and Selling Assistance



IT Consulting Services

- Selection of Accounting and Enterprise Software

- Selection of Hardware Configuration

- Implementation of Software and Hardware

- Ongoing Maintenance