Services

Our experienced and diversely qualified staff allow us to offer services catered to a variety of individuals and businesses. We are happy to work with you to develop a service package that addresses your needs and stage of growth. 

Our services include:
  • Tax Preparation, the most common accounting service for individuals and companies.  We work to ensure accuracy while minimizing tax liability, and can assist in the filing of all tax documents.
  • Business Consulting advice for new business formation, merging, sales, and planning.
  • Outsource Accounting services for businesses include audits, budget reviews, bookkeeping updates, balancing accounts and filing legal financial documents.
  • Quickbooks bookkeeping, accounting software training, and payroll services.
  • Estate and Trust planning protects your wealth when transferring to a beneficiary, including charitable giving and related financial planning.
  • Audit and Attestation services include audits and reviews for individuals and businesses, investigation of discrepancies, and forensic services.
For questions about services and prices, please call us at (919) 542-5228.