All partnerships with our clients require strict adherence to federal and state statutes and professional guidance.  Moreover, our application of these practices using best practices techniques ensures that our clients are receiving the very best services.  Here is a list of some of our valued services:


  • Tax Return Preparation

Individual; Partnership; Corporate; Estates & Trusts; LLC; Homeowner’s Associations; Non-profit

  • Multiple States

Providing all states and multiple state tax returns throughout the United States; part-year and nonresidents

  • Prior Year Tax Return Preparation

2003 through current tax return preparation available

  • Electronic Filing

E-file available with all federal and most state income tax returns



Authorized e-file provider

  • IRS & DOR Representation

Power of Attorney; Offer in Compromise; audit representation; tax lien withdrawals; installment payment agreements; innocent spouse relief; general IRS inquiries

  • Tax Planning

Changes in status; entity classification; estate planning; succession planning; divorce planning

  • Business Start-Ups

Incorporations; LLC formations; consulting; Federal, State and Local filing requirements



  • Accounts Payable

Complete outsourcing of A/P function including entering and paying bills; credit card reconciliations; vendor compliance and 1099 reporting

  • Accounts Receivable

Customer invoicing; statement generation; collection assistance

  • Quickbooks

We are Quickbooks ProAdvisors offering system support and implementation; chart of accounts; ongoing transaction maintenance; consulting

  • General & Advanced Bookkeeping/Accounting

Weekly or monthly transactions; bank account reconciliations; credit card reconciliations; month end entries; cash vs. accrual entries

  • Management Reporting

Weekly, monthly, quarterly, one-on-one, and annual reporting



  • Pay Run

Weekly, bi-weekly, semi-monthly, monthly, anytime calculation of payroll checks; paycheck and direct deposit printing and disbursements; delivery of paychecks and paystubs; custom payroll designed for your business needs

  • Payroll Taxes

Weekly, bi-weekly, semi-monthly, monthly liability electronic tax deposits; direct debit of your bank account to fund direct deposits and pay tax liabilities; quarterly and annual tax filing; W-2 preparation and disbursement

  • Reporting

Print various payroll reports for salaries, withholdings, and tax liabilities; print archived payroll information or tax forms

  • Online

Employer and employee secure access to payroll reports, timesheets, and paystubs; employee time clock system; electronic submission of payroll

  • Workers’ Compensation

“Pay-as-you-go” workers’ compensation

  • Human Resources

Paid time off calculations and accruals

Payroll Brochure

Online Time Clock



  • Elder personal finance bill paying
  • CFO & Controller outsourcing
  • Municipal treasury and accounting outsourcing
  • Small business and municipal systems and internal controls reviews
  • Procedure and processes full documentation preparation