Our Services Objectivity, Reliability, and Integrity.  These are just three of the componets that are part of each service we provide.    Our services are design to provide value to our clients.  Whether large or small, every client of our firm receives personalized attention which is focused on their specific needs.   Due to the size of our firm, each of our clients receive incomparable, customized, quality service. We offer the following services - all available in combination with our Secure Client Section of our website. Financial Planning Services Tax Planning and Return Preparation Services Small Business Accounting Services Payroll Services Business Valuation Services   Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: Investment Consulting Financial Planning to Achieve Specific Goals Retirement Planning Estate and Business Succession Planning Insurance Consulting Our staff of CERTIFIED FINANCIAL PLANNERS® and Personal Financial Specialists will develop a comprehensive financial plan taking into account your specific situation and goals.  To learn more about how this process works, click here. Return to Top Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. Return to Top SMALL BUSINESS ACCOUNTING Services Smaller companies look to our firm as their “outsourced CFO,” while larger organizations depend on our financial experts to support their CFO. We will tailor our support to fit your needs – from providing outsourced bookkeeping services, to advising your team on complex transactions, tax planning and the financial implications of key strategic decisions. Put simply, our goal is to help clients maximize their wealth. We achieve this by building a strong, close relationship where we understand your business and personal goals so we can anticipate your needs and offer the right ideas and suggestions at the right time. Return to Top Payroll Services In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs from issuing the payroll checks to filing the necessary tax returns. Return to Top Business Valuation Services ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions. Return to Top