Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to all of our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

My staff and I are focused on being an important member of your business team. We process your accounting records and meet with you periodically to discuss your needs and interpret the results, track your business's finances, and make sure it's running just right so that when the time comes you're in the best possible tax position.

Most CPAs bill according to an hourly rate. Our service program provides you with unlimited year-round consultations. No more watching the clock tick by with your money going out the window.

Many people think of taxes only during the tax-filing season. However, any planning ideas need to be implemented before year-end to be effective for this year. Some strategies produce benefits over time, so the earlier you set them up, the more taxes you'll save. The best approach to cutting your tax burden is to treat tax planning as a year-round activity. We will provide you with on-going tax planning and recommendations to maximize your returns.

We are a click away regardless of your geographical location via technologies which allow us to be virtually present in your business at any time of the day.

We provide a variety of services including:

  • Business startup services
  • Monthly bookkeeping
  • Payroll Reporting
  • Sales Tax Reporting
  • QuickBooks® setup, support and training
  • IRS and State Audit Representation
  • Financial statements - making sure your financial records are timely and accurate
  • Income Tax Preparation for all types of businesses, and individuals