Our mission is to serve all of the accounting, tax and advisory needs of individuals and privately-held businesses. We operate under the general policy that our clients need their services performed in a timely and efficient manner, and we always strive to fulfill these expectations. Unlike larger firms, we aim to provide consistency in the professionals assigned to a client. As a small, but versatile office with virtually no recent turnover, we have been able to meet this goal.

In meeting our client’s tax needs, returns will be prepared in a timely manner upon receipt of all required information from the client. Too often we hear of clients dropping off information in February and not hearing back from the accountant until April 14, sometimes to discuss an extension. Quite simply, we don’t work that way. In tax planning, clients can provide their interim income and expense information, from which we can guide clients as to the actions which will keep taxes at a minimum under the circumstances. In negotiation with tax authorities, we provide a conduit between you and the tax authorities when there is trouble. We do not want to hear that a client has been meeting with the IRS, DRS or DOL without proper representation.

We intend to meet the bookkeeping needs of our clients, from serving as occasional advisors to providing daily, weekly or monthly bookkeeping and payroll services to clients. We currently work regularly with Peachtree and Quickbooks software, and are flexible in working with industry-specific software.

Financial statements will be compiled, reviewed, or audited in a timely, professional manner. We also compile forecasted or projected financial information for startup businesses or existing businesses with big plans. We can also perform business valuations for those seeking to buy or sell a business.