If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business, but we have found Quickbooks and Quicken to provide the highest return on investment. These are easy to use and provide accurate and relevant reporting. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business. See also Virtual Services.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel and financial advisors to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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IRS Representation

Responding to a tax notice or notice of audit can be an intimidating and complex process. If you or your business face a tax notice or audit, we can utilize our many years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. As fellows of the National Tax Practice Institute, Mary and Maureen are well trained in representation before taxing authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Retirement Planning

Retirement planning is critical in these uncertain times. Our focus is on helping you to make the choice that is most appropriate for your own financial situation, whether you are an individual or a small business owner. If you are choosing a retirement plan for your small business, we will base our recommendations on the unique characteristics of your business and your anticipated retirement needs.

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Tax Preparation & Planning

Our tax preparation services include preparation of all forms of tax returns, including Form 1040 and all supporting statements, schedules, and elections including schedule C businesses and rental properties. Other returns we prepare include multi-state tax returns, estimated taxes, Partnership 1065, Corporate 1120, S Corporate 1120-S, Trust and Estate 1041, 706 and 709 for Gifts and Estates.

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Business Start-Up Advisory Services

Starting a new business can be complicated. Let us help make it easier for you by advising you through the start-up process. From choosing a business entity, to setting up recordkeeping, to planning for taxes, to opening your doors, we can walk you through many of the complex rules which apply to start-up operations.

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Small Business Advisory Services

Your business is your livelihood. Whatever your goals; increasing revenue, purchasing new equipment, or selling your business; you need a clear financial picture of where you stand. We can help you gain this insight on a per-appointment or an ongoing basis.

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Title 19 Planning

Similar to our estate planning services, we can assist you in protecting the maximum amount of your hard earned assets to pass to the next generation.

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Virtual Business Advisory Services

We can work with you remotely to manage your business. Through the use of online meetings and cloud based accounting services, we can help provide you with the information you need to make sound business decisions.

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Team Approach to Financial Planning

We will work with your investment advisor to create a financial plan to meet your needs. We are also available to work with your estate attorney to co-create an estate plan with your goals in mind.

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Call today to schedule an appointment!