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Learn More About Our Services

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.


Our core specialty is the preparation of tax returns for individual taxpayers. With over 20 years of tax preparation experience, literally 1000's of Federal and State returns have been prepared and filed. Don't delay, get your taxes done today. We offer Tax Preparation services to All 50 States. There's no need to inconvenience your schedule to ensure your taxes are prepared, utilize one of our convenient tax preparation methods and leave the rest up to us.


Please note that everyone whom does not use the Mobile App or the Client Portal (as the same exact forms are located within your portal account) are required to complete the necessary forms.  These forms can also be completed in advance for in office visits.  

Please be advised that if you use the Mobile App you may still need to complete 1 or more of the following forms, depending on your tax situation.




Client Data Packet2023


(Everyone Must Complete this Packet; anything that does not apply to you, skip it)





Due Diligence Questionnaire

(Everyone that is claiming a dependent must complete this Questionnaire; anything that does not apply to you, skip it)




Self Employment Income & Expenses

(Everyone that is Self Employed must complete this Form; anything that does not apply to you, skip it)



Client Engagement Letter













Send Us a Message

We would love to hear from you!


Get clarity on your tax and accounting situation

Call 229-499-0822