Accounting Services

We specialize in providing quality financial services to individuals and the business community. We offer comprehensive life events planning and business, tax, and investment strategies and guidance.

Get quality service from a Certified Public Accountant.

Life Events Planning

We offer sound, expert advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your retirement.

Business Strategies

We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth.

Investment Strategies

We provide general, non-controversial information on various forms of investments and their tax benefits. (We do not recommend specific investments).

Small Business Services

CPA services

New business formation

LLc agreements, partnership agreements, bylaws, contracts, etc.

Monthly bookkeeping

Payroll services including quarterly and annual payroll reporting

Sales tax reporting

Budget Preparation

Financial planning and analysis

Tax return preparation for federal and all states, cities, non-profits, and municipalities

Tax planning

 Individual Services

Income tax preparation

Quality advice

Tax planning

Budget preparation

Retirement planning

College financial and schedule planning
 

Contact our office today to learn more and get started.

Resources

Please take advantage of our financial calculators. These calculators are an excellent starting point althought they are not a substitution for professional advice.

Please take advantage of our financial calculators. These calculators are an excellent starting point althought they are not a substitution for professional advice.

Tax Calculators

1040 Tax Estimator

Earned Income Credit (EIC) Calculator

Estate Tax Planning

Hourly Paycheck Calculator

Net to Gross Paycheck Calculator

Payroll Deductions

Self-Employment Taxes

Mortgage Calculators

Mortgage Comparison: 15 years vs. 30 years

Mortgage Payoff Calculator

Mortgage Points Calculator

Mortgage Qualifier

Refinance Analysis Breakeven

Rent vs. Buy

 

Credit Card and Debt Management Calculators

Accelerated Debt Payoff

Credit Card Payoff

Personal Debt Consolidation

Savings & Retirement Calculators

College Savings Calculator

Retirement Planner

Roth IRA Calculator

Roth IRA Conversion

Savings Calculator

Social Security Benefits

Traditional IRA