• Incorporation of Business Entities

    Preparation of Federal and State organization documents to make sure your business starts out in compliance from the beginning.

  • Business Entity Selection

    Choosing the form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

  • Quickbooks Installation and Training by Certified Quickbooks Pro Advisor

    We are a QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

  • Non-Profit Application Assistance

    All Federal and State applications to make sure your non-profit entity is in compliance, and stays in compliance.

  • Business Consulting

    We measure our success by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

  • Management Advisory Services

    Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

  • Divorce Planning and Financial Statement Preparation

    Divorce is hard enough. We provide expert advice and experienced financial statements preparation. We work closely with your legal team to ensure your divorce goes as smoothly as possible.

  • Retirement Planning

    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

  • College Planning

    We help you and your child(children) plan for college. In addition to financial savings, the choices made during the college process, by both parent and child will help make college affordable and less stressful.