Client Services
Service That Actually Serves You
We offer a broad range of accounting, tax, and advisory services for individuals and businesses. As a boutique firm, we take pride in delivering personalized attention and consistently high-quality work.
Below is an overview of the services we provide. If you don’t see what you’re looking for, feel free to contact us. If it’s not something we offer, we’ll be happy to refer you to a trusted professional.
Accounting Services
Audit Services
We see audits as an opportunity to provide valuable insight that improves financial clarity and operational efficiency. Our firm specializes in audits for nonprofit organizations, subsidized housing including LIHTC and HUD-funded projects, single audits for federally funded programs, and employee benefit plan audits. Unlike reviews or compilations, audits involve a detailed examination of your systems and records, offering the highest level of assurance.
Reviews & Compilations
Not every organization needs a full audit. We offer financial statement services at different levels of assurance to match your needs and budget. Our review services provide limited assurance through analytical procedures, while our compilation services organize your financial information primarily for internal use at a fraction of the cost of a traditional audit.
Bookkeeping/Write-Up
Well-organized financial records are the foundation of efficient daily operations and business success. Our qualified staff handles your day-to-day bookkeeping tasks, integrates seamlessly with QuickBooks Online, and saves you valuable time throughout the year. When tax season arrives, having us maintain your books means we can file your taxes more efficiently with fewer surprises.
Financial Statements
Our firm prepares personal financial statements that give you a clear picture of your financial position. While we don't provide audit-level assurance, these statements are prepared following professional standards and serve as valuable tools for loan applications, estate planning, and major financial decisions.
Tax Services
Tax Services
We stay current on tax laws and legislation to identify planning opportunities that minimize your tax liabilities. Our expertise serves individuals, businesses, and organizations year-round with comprehensive tax services including:
- Individual tax returns
- Corporate tax returns
- Partnership tax returns
- LLC/LLP tax returns
- Estate, trust & gift tax services
- Nonprofit organization taxation
- IRS representation
- Divorce and support tax issues
- Tax guidance for business transactions
Tax Planning & Preparation
Effective tax planning goes beyond annual filing. We work with individuals and businesses to develop strategic approaches that reduce tax burdens over time. Our experienced team analyzes your unique situation to create customized strategies that leverage current opportunities and position you for future tax advantages.
Payroll Services
Adding new team members is exciting, but payroll complexity shouldn't dampen that growth. We work alongside you to simplify the entire payroll process, from system setup and employee onboarding to tax filings and compliance reporting. Our goal is to help ensure everything runs smoothly and on time, giving you more space to focus on your business.
Consulting Services
Business and Personal Advisory
Your business deserves thoughtful decision-making. When you're facing big decisions, we're here to provide guidance when you need it most. We provide strategic guidance on entity selection, business valuations, buying and selling businesses, accounting system implementation, and personal financial planning including retirement and estate strategies.
Other Services
Other Services
Beyond our core services, we bring specialized expertise to unique client situations. Whether it's litigation support, guidance through complex business transactions, or cost certifications for housing developments supporting compliance requirements tied to new construction and substantial rehabilitations, we're here when specialized needs arise.