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Our Financial & Accounting Services

Our leadership offers over thirty years of experience to provide you with analytical capabilities that will help you make the right business decisions.

Tax Services for Business Owners

Financial & Accounting Services for Business Owners

Expect These Results

  • Lower your cost of capital
  • Improve cash flow
  • Improve profit margin
  • Make wiser & cost efficient asset acquisitions
  • Plan for the future
  • Stay competitive & cutting-edge
  • Improve revenue
  • Maximize efficiency
  • Successful management of your company
  • Minimize taxes
  • Minimize worries on compliance
  • Reduce taxes
  • Understand your numbers better
  • Understand where your money goes
  • Accumulate wealth
  • Protect your family’s financial future
  • Lower your taxes
  • Future planning to reduce taxes
  • Sleep better at night
  • Safeguard your family’s future
  • Secure your child’s education
  • Financial Security

Business Consulting

  • Business tax planning
  • Business tax preparation​ & forecasting
  • Back year tax filings
  • Federal & state collection representation
  • Audit representation
  • Debt structuring
  • Financial statement analysis
  • Product mix analysis
  • Purchase vs lease analvsis
  • Asset restructuring
  • Industry benchmarking
  • Fixed vs. Variable cost analysis
  • Technology improvements

Business Services

  • Payroll service & sales tax
  • Quarterly reporting
  • Business tax planning & forecasting
  • Quarterly cash reports
  • Pension planning
  • Cross purchase planning
  • Succession planning
  • Business Registration
  • Bookkeeping services
  • Business tax preparation
    Entity choice & set-up
  • Advice to streamline your processes

Individual Services

  • Individual tax preperation​
  • Federal & state collection representation​
  • Audit representation​
  • Individual tax planning​
  • Estate planning​
  • Insurance planning​
  • College planning​
  • Retirement planning​
  • Cash flow planning​

Personal Finance Planning

We offer six essential categories of personal finance planning exclusively for our clients. 


Construction Specialty

We specialize in financial services for construction development, general contractors & real estate brokers.

We work with our clients year-round to develop and execute a money saving plan for your business. Our goal is to prepare your business for tax time, so you have plenty of time to implement constructive, money saving techniques.