Bookkeeping and Payroll Services

Don't forget the daily services. We can take care of your payroll, set up your accounting systems, handle the bookkeeping, and more. Just ask. Earn more by spending your time running your business and let us take care of the details. Whether we work out of our office or yours, let us simply your life by doing yourRead More

Business and Individual Tax Services

As your advocate in a time of continuous tax law change and uncertainty, we are committed to providing you the most current and proactive tax services. As a business owner, we can help you structure your business and implement strategies in a way to minimize your taxes. As an individual, we can prepare your taxes to give you confidence that every deduction has been taken to your advantageRead More

Business Valuations

The result of an inaccurate valuation, regardless of whether it is high or low, generally leads to undesirable consequences. Let us help you keep what you have worked so hard to build by assisting you with a professional business valuation.Read More

Consulting

Many times business owners have needs outside of the traditional accounting arena. While these needs vary and come in many shapes and sizes, they have a direct impact on keeping what you earnRead More

Cost Segregation

For owners of real estate, cost segregation can be a home run tax strategy. Cost segregation is a method of accelerating the depreciation on your real estate that will save you tax today instead of waiting for 39 years. We have partnered with Winchester Bay, a team of local qualified engineering professionals, to assist in the proper segregation of costs as required by the IRSRead More

Estate & Succession Planning

Don’t allow the government to tax you twice. We can help you keep what you’ve earned by working with your estate planning attorney to properly protect your previously taxed assets. We advise clients on the tax issues that arise in the estate plan area, and have worked extensively with the gift, estate, and generation-skipping transfer laws. Establishing an estate plan is critical to avoiding double taxationRead More

Financial Statements & Attest Functions

In business, we often need the assistance of outside stakeholders to help us keep what we earn—or even earn more. Whether those giving assistance are stockholders, creditors, or private investors, they often need assurance that the company's financial statements accurately represent its true financial position. To provide that assurance, we offer a complete array of audit and financial review servicesRead More

Retirement Plan Design & Administration

Saving for your retirement through tax advantaged accounts is a significant way to help keep what you earn. As your partner, we feel it’s our responsibility to work with your financial advisor to educate you about the various types of retirement planning strategies available. After selecting the best type of plan, we can implement a custom designed version of that plan around your company’s needsRead More