Client Services

Committed to Genuine Personalized Service

Being a relatively small firm, we are able to offer our clients personalized, quality service.  We have listed the wide range of services we offer to our individual and business clients along with a brief description of each.  As the list below is by no means all-inclusive, feel free to inquire about a service if you do not see it listed.

Tax Preparation & Tax Planning:

  • Individuals
  • Partnerships
  • Corporations
  • Non-Profit Organizations
    • Electronic Filing


  • Business Start-Up Assistance
  • Financial Statement Analysis & Projections
  • Business Sale & Acquisitions

Accounting Services:

  • Compiled Financial Statements
    • We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  The financial statements produced can be a useful tool for management for making financial decisions.
  • Payroll Support & Services
    • Our firm offers complete payroll preparation and payroll tax reporting services.  Hectic schedule?  Our services allow you to submit your payroll online, by phone, fax or e-mail at a day and time that is most convenient to you.  We also offer direct deposit, EFTPS & MyTax Account filings and year-end W-2 processing.  We will give you peace of mind with payroll compliance.  
  • NetClient CS®
    • NetClient CS® enables you to access your accounting and tax information and work with us from any high-speed Internet connection, 24 hours a day, seven days a week.  Once you're up and running on NetClient CS®, you'll have your own secure, password-protected online portal that you access from our website.
  • Section 105 Plans/Flex Plans
    • Our firm outsources these plans to a third party administrator.
  • Retirement Plans
    • Successful implementation & periodic review of your financial plan will ensure financial independence during your working years & throughout your retirement.
  • Business Valuations
    • Whether you are thinking of buying/selling a business or are in the midst of a difficult divorce, the amount attached to the value of your business is important.  We can provide useful & objective analysis to assist you in the valuation of any business in which you have an interest.
  • Computer Software Support
    • Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.