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Firm Profile

We believe in the value of relationships.  Building one-on-one relationships with each of our clients is the foundation of our firm, and making every effort to assist in the growth of your business and personal net worth is the cornerstone of our own success. We view every client like a partner, and we are committed to providing close, personal attention to our clients. 

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.  We bring over forty years of combined experience to the table, and this experience spans across many industries of business including those in wholesale and retail distribution, manufacturing, medical services, personal services, and real estate industries.

We provide a variety of services including:

  • Personal Income Tax Preparation
  • Business Income Tax Preparation
  • Estate and Trust Tax Return Preparation
  • IRS and State Audit Representation
  • Business Startup Services
  • QuickBooks® Setup, Support and Training
  • Monthly Bookkeeping
  • Payroll Processing and Reporting
  • Sales Tax Reporting
  • Financial Statements - making sure your financial records are timely and accurate
  • Assistance with your Personal Will and Estate Planning Needs.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.