We provide personalized service that extends beyond normal accounting, tax preparation and payroll. We offer consulting across a wide variety of topics to help you make the best decisions.


New Business Set Up

We can help advise on:

  • Entity selection
  • Obtaining federal ID number
  • Opening state sales and withholding accounts
  • Payroll set up

Mergers & Acquisitions

We are advisors for clients buying or selling a business.

Technology Consulting

Our QuickBooks Pro Advisors can help set up your new company file or help resolve a current issue.

Multi-State Tax Issues

We help businesses who operate and sell products in multiple states including sales tax and income tax preparation.

Estate & Gift Tax Planning

We work with clients to plan the passing of assets from one generation to the next.

HR & Employee Benefits

A natural extension of our payroll services. We advise employers on insurance requirements, retirement plans, and other fringe benefits.