Accounting & Tax Services

We strive to provide detailed and thoughtful services to our clients. This approach ensures that we ask needed questions of our clients, often bringing up relevant information not initially provided by our clients.

Listed below are some of the services we offer. This list is not meant to be all inclusive. Please feel free to inquire if you are interested in services not included in this list.

Income and Estate Tax Planning and Preparation

We work with our clients to find the best tax strategy for both their personal and business needs. By being aware of all areas of our clients' financial and business activity, we can help plan a comprehensive tax and financial strategy that encompasses all of their needs. We strive to include clients in the process, presenting them with options and recommendations where appropriate. We have found that our approach is well received by clients and produces quality tax plans and returns.

Business Accounting Services, Including Financial Statement Compilations and Reviews

We work with businesses of many different sizes and types in a wide variety of industries. Our clients have varying needs, from basic bookkeeping services to financial statement reviews.

Accounting services include:

• Bookkeeping services and support
• Write-up work, including the analysis and adjustment of general ledger accounts.
• Preparation of financial statements for managerial or outside use.
• Financial projections

Accounting Systems Consulting

We provide clients with assistance in selecting and setting up accounting software. While we recommend QuickBooks for many clients, we also work with many other products.

Clergy Tax Services

Please see our Clergy Tax Services page.