Client Services

Our CPA firm is in the business of providing accounting services to our clients.  Measurement, analysis, and communication of economic events are our basic role and are also a concise definition of accounting.  Our services are centered around this role.  Highlights regarding our firm and how we fulfill our service role are set out below.  We hope you will contact us if you have questions regarding any of these areas or if we can assist you in any way.


(Click Service Title For Details)

Our Services


Preparation of personal, corporate, partnership, and fiduciary tax returns

Preparation of federal estate and gift tax returns

Research to determine tax treatment of transactions and arrangements

Transaction planning to minimize taxes and tax risks

Representation during federal and state tax examinations

Estate planning in conjunction with client's attorney

Exemption and annual reports for tax exempt organizations

Go To Top


Examination and issuance of opinions on financial statements

Special audits to determine compliance and to analyze special situations

Go To Top

Monthly Accounting Services

Preparation and maintenance of business books and records from journals through financial statements

Preparation of payroll and sales tax reports

Computer payroll preparation

Complete accounting services covering payment of bills and customer billing through financial statement preparation

Go To Top

Special Services

Peer Review Services

Serve as expert witness in cases involving tax, accounting, and other financial matters

Assist in resolution of business management problems

Computer systems installation and problem solving

Assistance in preparing business loan applications

Assistance in developing and implementing personal financial plans

Assistance with investment planning

Go To Top