Our Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Quarterly & Annual)

*Compiled and Reviewed Financial Statements

*Business tax return preparation (1099 preparation/Business Personal Property Tax)

*Personal financial statements

Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. Timely, efficient bookkeeping services are available for small businesses. Our qualified staff can assist you with the tasks associated with bookkeeping. Computerized accounts are prepared, saved and presented for client review on a monthly, quarterly, and/or annual basis. We support Quickbooks desktop version, including contractor edition.  You can also grant us access to your Quickbooks online account and we can assist in downloading or entering your data into your QBO account.

Financial Statement preparation for small to mid sized business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed. The accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

We can perform compilations and reviews if you are in need of financial statements with a level of assurance. 

Finances are the heart of your business. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Given the importance of your financial statements, careful consideration of the level of assurance provided by your CPA is warranted. Financial statements can include or omit footnotes depending on your requirements.

We provide financial reporting on two levels of assurance:

• Compilation - based upon client information provided and used primarily for internal use.
• Review - some analytical procedures conducted with limited assurance

Due to our extensive construction experience, we provide services that enhance both your ability to BOND JOBS as well as to improve your BANKING RELATIONSHIPS. We can assist with your job costing to enhance an accurate reporting system. Our client revenues range from $1 million to $20 million annually. We have contractors in Electrical, HVAC, Grading and Excavation, Paving, Scaffolding, Drywall, and Fireproofing and Masonry, both commercial and residential.

Services included:

*Job Costing

*General Ledger and Financial Statement Presentation

*Tax Reporting vs. Financial Reporting

*Financial Reporting for Bonding, Surety, and Banking needs

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the taxation pros and cons of each entity type to help you determine the most advantageous form of business for your company. Business entity selection should also include input from a business lawyer

Our core specialty is the preparation of tax returns for individual taxpayers. Our staff have literally prepared 1000's of Federal and State returns through their years of experience. We can prepare tax returns with varying degrees of difficulty, including but not limited too:  

Schedule A - Itemized Deductions

Schedule B - Interest & Dividend Income

Schedule C - Profit or Loss From Business

Schedule D - Capital Gains & Losses

Schedule E - Supplemental Income and Loss (Rental & Pass Through Entity Income)

Schedule F - Profit or Loss From Farming

FBAR -Report of Foreign Bank and Financial Accounts

**Please note this is not an all inclusive listing. Please contact us to see if we can meet your needs.

Small and mid sized business tax return preparation and filing is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.