Areas of Practice
Tax
From personal tax returns to business entities of all kinds and all the way down to homeowner associations, we will prepare your tax return. We also specialize in trust and estate returns. However, it is our desire to be more than just your tax preparer, we want to be your tax planner and advisor. There is no question too big or too small for our clients to ask us.
Consulting
One of our favorite jobs is working with new businesses looking for direction. Whether that is setting up your business entity or organizing your QuickBooks file, there is little more rewarding to us than helping a new business owner get started. But not to be out done is helping established businesses’ clean up their records, analyze data for key decision making or even providing virtual CFO services. We are able to leverage our decades of experience across a vast number of industries to help established businesses analyze data and develop personalized and unique strategies.
Reviews, Compilations & AUPs
We specialize in the performance of reviews and compilations for contractors and subcontractors looking to renew their contractors license with their state licensing board. Performing upwards of 100 reviews/compilations annually for contractor licensing renewals allows us to have a seamless and efficient process in place for our clients.
Nonprofit Organizations
Our team has provided auditing services to hundreds of different nonprofit organizations. Because of this we have found ourselves uniquely qualified to provide consulting and bookkeeping services to nonprofit organizations. We provide full charge bookkeeping services, where we take on every aspect of the organization’s accounting department to just basic payroll services. We are also seeing an increased need for non-audit clients that need bookkeeping services and internal control consulting to get themselves ready for audits. Because of our vast experience in the niche industry we are able to provide these high quality services in a way that our clients are able to understand and implement.
Bookkeeping & Payroll
Do you want to be able to monitor the financial health of your business monthly without the burden of data entry and fear of not inputting information correctly, then we have the solution. Our team of bookkeepers live to track your financial information. They can also handle all of your payroll needs from check writing and disbursement to quarterly and year end reports.
Construction Contractors
This is undoubtedly our fastest growing client segment. We provide review, compilation and audit services for construction contractors with a special emphasis on engagements required for an initial contractor licenses or a contractor license renewal. We work with contractors headquartered in several different states and have clients that perform work in almost all 50 states and across all construction segments. Whether you are needing work specific to obtaining/retaining your contractor license and/or bonding or tax advising specific to the construction industry we have the depth of knowledge and expertise to help.