Our Services
What we can do for you

Services include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Trusts
  • Estates
  • Foundations
  • Non-Profit Organizations
  • Pension Plan Advising
  • Foreign Account Reporting
  • Entity Selection and Restructuring

Services include but are not limited to:

  • Reviews, Compilations, and Financial Statement Preparation
  • Tax Return Preparation and Research
  • Consulting in regards to Unrelated Business Taxable Income

Services include but are not limited to:

  • QuickBooks set up, installation, training and support
  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Set up direct downloads for bank and credit card feeds