Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

With the increased credits causing the threshold for potential liability of estate tax to be raised over the past few years, many people think that estate planning is not necessary. As frequently as the laws change, close attention must be paid to be sure that taxpayers do not have exposure to the estate tax.

However, estate planning involves much more than the reduction of the estate tax. We also work with our clients to help determine when trusts are appropriate in their estate plan. Business succession planning is needed to assure that a business does not end with the retirement of the owner.

All businesses need an accounting system that will provide accurate and timely financial information for use in effective decision making and tax planning. We can design a system that fits your needs and can assist you in the implimentation and operation of that system.

The key is that the system fits your needs. If you need an in-house system with the use of QuickBooks, Peachtree or any other software, we can help you use that system more effectively and adjust your records periodically throughout the year. If you need us to maintain your records in our office, we can enter your monthly transactions into our computer system and generate professional financial statements from the information you provide. Many of clients fall in the middle of this range of services where their accounting system maintains key parts (such as accounts receivable, billing and accounts payable), and then we complete the accounting process and prepare the financial statements.

With over fifty years of experience, we can assist you and your business in many situations other than traditional CPA services. Below are some areas that we have worked with our clients over the years:

- Real estate acquisitions and sales

- Business entity selections

- Projections, budgets and goals

- Computer selection and use

- Business acquisitions and sales

- Retirement planning

- Equipment purchases and dispositions

- S-Corporation elections

- Pensions and profit-sharing plans