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Tax Return Preparation & Audit Representation

Whether you operate a small family-owned business, own a national franchise, or run a charitable organization, we can help you meet your annual filing requirements.  We prepare individual, corporate, partnership, trust, non-profit and retirement plan returns.  We can also provide advice regarding which form of organization best suits your new business and assist in getting that business compliant with federal, state and local registration and filing requirements.  In the event of an audit, our staff is also available to assist in resolving audit issues at the federal, state or local level.

Tax Planning

Our staff can assist with developing plans for retirement goals, business acquisitions and expansions, and projecting and minimizing annual tax liabilities.  Our partner, Nathan Hamaker, is a CERTIFIED FINANCIAL PLANNER and can assist in estate tax planning as well as developing and adopting retirement plans.

Preparation of Financial Statements

Financial statements are a necessity for successfully managing your business.  Our staff has years of experience using QuickBooks, QuickBooks Online, and Accounting CS to prepare financial statements.  We can assist with setting up your software and financial statements or assist with monthly bookkeeping so that these statements are available for management use in a timely manner.  We do not provide audit, compilation, or review services.

Other Accounting Services/

Management Advisory Services

We offer payroll preparation and sales tax preparation services and all related activities such as scheduling payroll tax payments, preparation and filing of bi-weekly, monthly, quarterly and annual reports, as well as Accounts Receivable and Accounts Payable management and other bookkeeping services.  We provide advisory services to assist you in managing your business, such as cash flow analysis, trend analysis, ratio analysis, etc.

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