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 we can assist in the filing of all tax documents.
  • Business Consulting tax advice for new business formation, merging, sales, and planning.
  • Outsource Accounting services for businesses include audits, budget reviews, bookkeeping updates, balancing accounts and filing 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 tax planning.
  • Audit and Attestation services include audits and reviews for individuals and businesses (with a specialization in nonprofits), investigation of discrepancies, and forensic services.
For questions about services and prices, please call us at (919) 542-5228.