Services

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, businesses and other agencies regardless of your location.  Our advisors are experts in their field and skilled at recognizing client’s critical needs, understanding industry challenges, and identifying growth and improvement opportunities.

Services for Individuals:

  • Personal Financial Planning
  • Estate Planning
  • Elder Care

Services for Businesses:

  • Small Business Accounting
  • QuickBooks Services
    • Why Quickbooks
    • QuickBooks Setup
    • QuickBooks Training
    • QuickAnswers
    • QuickBooks Tips
    • QuickTuneup
    • Online Backup
    • Buy QuickBooks and Save
    • Payroll
  • Part-Time CFO Services
  • Cash Flow Management
  • Bank Financing
  • Business Valuation
  • Strategic Business Planning
  • Succession Planning
  • New Business Formation
  • Non Profit Organizations

Tax Services:

  • Tax Preparation
  • Tax Planning
  • Tax Problems
    • IRS Audit Representation
    • Non-Filed Tax Returns
    • Back Taxes Owed
    • Payroll Tax Problems
    • IRS Liens
    • IRS Levies
    • IRS Wage Garnishment
    • IRS Seizures
    • Offer In Compromise
    • IRS Payment Plan
    • Bankruptcy
    • Innocent Spouse Relief

For a free consultation please complete this form: