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Learn More About Our Services

Tax Preparation Services


A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Business Tax Returns

Small business tax return preparation and filing instructions 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.

Tax Preparation Sole Proprietor (Non Corp) Schedule C : $395

Preparation of your Schedule C tax return:

Includes Business Use of Home & Depreciable Business Assets as well as your 1040 and state tax returns. Also, includes consultation and review.

Corporate Tax (LLC, Partnership, S-Corp and C-Corp) : $595

Preparation of all Federal & State forms as well as reconciling of all capital or equity accounts. Also includes consultation and review.


Accounting Services

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms. Online services available. For more details  Visit our Payroll Service


Financial Statements

Financial Statement preparation for small 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 on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.


Knowing where your business stands financially is essential to its health and prosperity.

We can help out whether you are just starting a business or need help with your current finances.


Accounting Services : $90/hr.         

Full service accounting/bookkeeping, data entry, account reconciliation, and reviewing of all financial statements.

QuickBooks Set Up : $595

Set up of beginning balances, Chart of Accounts, Vendors, Client and Item List Creation, On-Line Banking and 4 hours training

Training : $125 per hour

Increase your understanding of accounting as well as training on how to use QuickBooks.

Accounting System Diagnostic Set Up QuickBooks: $195

Set up beginning balances, Chart of Accounts, Vendors, Client and item Listing Creation. Data entry optional at $75.00 per hour.

Training Package : $375 (Up to 5 hours)

A better value for up to 5 hours of one on one QuickBooks and accounting training


Package 1 : $1,195

QuickBooks Set Up AND 3 months Accounting Service

Package 2 : $1,945

QuickBooks Set Up AND 6 months Accounting Service

Package 3 : $2,250

QuickBooks Set Up AND 1 year Accounting Service

Premium Package : $3,300 ($275/month)

QuickBooks Set Up AND 1 year Accounting Service, Corporate Tax Return Federal and State


Want some peace of mind? Give us a call and we’ll double check your books for free!

Chances are you’re doing it right, we’ll just make sure.

Financial Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Other Services


Our licensed broker will assist you with your insurance needs, business or personal.

Send Us a Message

We would love to hear from you!


Get clarity on your tax and accounting situation