Enter the Client Center
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

  		• Tax
  		• Accounting
  		• Plan Administration
  		• Payroll
  		• Business Financial Planning
  		• Personal Financial Planning
  		• Human Resources Consulting
  		• Technology Consulting
    Tax

    • Income Tax Preparation - Individual, Corporate, Partnership and Trust
    • Income Tax Planning - How to reduce and manage your taxes
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    Accounting

    • Financial Statements - Accurate and detailed reports
    • Accounts Payable - Professional, Full-Service Accounts Payable Processing
    • Cash Management - Optimization of cash flow
    • Accounting Software Consultation - Sound advice with practical accounting software solutions
    • Managerial Reports - Informative reports from which valuable business decisions can be made
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    Plan Administration

    Types of Plans

    • Money Purchase Pension Plans
    • Profit Sharing Plans
    • 401(k) Plans
    Administrative Services

    • Participant Reports - Concise and easily understood
    • Employer Reports - Informative and comprehensive
    • Discrimination Testing - Maximize your benefits, yet keep you in compliance
    • Full Service Distribution Process - including Form 1099R (Minimal Employer Involvement)
    • Government Reporting - including Form 5500

    Consulting and Advising

    • Review Current Plan Design - Ideas to increase value
    • Plan Type(s) - What's best for you? We provide options, you make the decision.
    • Utilization Review - Maximize benefits/minimize employer net costs
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    Payroll

    • Customized Payroll Processing & Reporting - Reporting and systems tailored to your company needs
    • Complete Federal, State, and Local Tax Reporting - Our full service tax functions keep you in compliance
    • General Ledger Information - Our customized reports make updating your accounting software fast and easy
    • Complete Confidentiality of All Employer Records - Offsite preparation ensures total confidentiality
    • Worker's Compensation Filing
       
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    Business Financial Planning

    • Establishing a New Business
    • Client Financial Statement Analysis and Recommendations
    • Professional Corporation Mergers and Restructuring
    • Key Person Compensation Arrangements
    • Accounts Receivable Analysis
    • Financial Projections
    • System and Operations Review
    • Employee Benefits Consultation

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    Personal Financial Planning

    • Income Tax Planning
    • Retirement Planning
    • Personal Financial Statement Analysis
    • Asset Allocation Analysis
    • Education Planning
    • Risk Management/Insurance Analysis
    • Asset Protection Alternatives
    • Estate Planning
       
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    Human Resources Consulting

    • Employment Law Compliance
    • Employee Relations
    • HR Communication
       
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    Technology Consulting

    Accounting Software Consultation

    • Analyzing Business Software Needs
    • Matching Software to Your Needs
    • Installation & Setup
    • Ongoing Support

    System Analysis

    • Hardware, Software and Operation Systems Compatibility
    • Setup of New Systems
    • Upgrading and Management of Existing Systems
    • Analyze Data Retention Procedures

    System Network Analysis

    • Achieve Efficient User Workstations
    • Server Selection and Setup
    • Analyze System Security
    • Establish Network Administration
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