Turnkey CPA services without the CPA premium price

Accounting System

We can implement and maintain your accounting system.  From initial deployment to ongoing upkeep, we put all of the accounting pieces into place so you can focus on what you do best.


Outsource your bookkeeping to us to save valuable time and money. If you prefer to keep this function in-house, we also provide one-on-one and group training.  We utilize both desktop and cloud-based bookkeeping platforms.


Most stakeholders know that the financial performance of a business should be monitored regularly. We believe our external perspective can provide the insight necessary for optimal results.  Our consulting engagements include, but are not limited to:

  • Internal control
  • Financial position
  • Revenue and Expense

Tax Planning

Stay on top of your income tax obligations throughout the year and plan for the future.

The new tax law provides some opportunities and challenges for individuals and business alike.  We’re on top of the changes.

Tax Return Preparation

We look at the tax return as a culmination of all of our work throughout the year.  While we prefer to handle the bookkeeping function, we understand that some companies like to keep their own books.  Our secure portal makes it easy to send us all of the necessary documents and bookkeeping files for preparation of your individual and business tax returns.

We prepare federal and state tax returns for the following entities:

  • Corporations
  • Estates and Trusts
  • Exempt Organizations
  • Individuals
  • Partnerships
  • S corporations

Specifically, the types of returns we prepare include but are not limited to gift tax, income tax, payroll tax and sales and use tax.

We also prepare informational returns such as Forms W-2, 1098 and 1099.  All preparation includes furnishing of forms to recipients and electronic filing with the appropriate taxing authorities.


Learning that you have been selected for audit can be an unsettling event. Let us take on this burden. We will communicate with the auditing entity on your behalf, always keeping in mind that we work for you and want you to obtain the best possible outcome. We also perform non-audit engagements related to penalty abatement, offers in compromise and installment agreements.

Get in touch with us today and see how we can help!