The firm has three shareholders with a wide variety of backgrounds. The staff are either CPAs or in training to earn the credential. We feature both staff and shareholders with Master's of Taxation. The education and experience of the providers ensure that you get the best possible answer.
We value becoming trusted advisors of our clients. Our clients seek us out for questions, ideas and thoughts. We are their sounding boards for new directions because they simply trust our judgment. In our opinion no higher accolade can be earned.
We assist our clients in a variety of ways, including:
- Income tax preparation at the federal, state and local levels for all types of individuals and businesses.
- IRS and state audit representation
- QuickBooks® setup, support and training
- Business startup services
- Monthly bookkeeping
- Financial Statements
Our specialty services include:
- Juris® Billing, Accounting and Financial Management Software
- 401K Plan Third-Party Administration