Services Provided:
Client and Professional Support 

We provide a variety of proactive services, in addition to traditional accounting, fiduciary accounting, tax planning and preparation, sales tax preparation and tax audit support. We also compile financial statements.

We also offer personal accounting for individuals and couples who wish a higher level of personal attention.

We can structure our services to engage directly with you, the client, or with your attorney when a higher level of privilege and confidentiality is required.

Tax Representation & Financial Planning

QuickBooks / Accounting Consulting
Business Valuation 

Targeted Value Achievement 

Products Supported:

Microsoft Office Suite applications, including graphics and PowerPoint presentations to convey financial information in pictoral formats. Process illustations with hot links to company forms for each step of service illustrated. Flowcharts and Internal Accounting Control Reviews.

We are also adept at implementing technological solutions, including QuickBooks and the latest payroll software.

Industries and Professions Supported:
I have served clients in the following areas: