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While tax preparation is an important part of a CPA’s job, it’s not our only role. In addition to tax planning and tax preparation, our firm provides a broad range of auditing and accounting services for individuals and businesses. Our professionals can assist you in forming a new business, establishing an IRA or rolling over a 401(k) account, and choosing the right investment vehicles to meet your financial goals.

We work with individuals and businesses throughout the year providing investment advice, business strategy and financial planning recommendations. Our goal is to provide you with the personalized attention and courtesy that you deserve. At our firm, you’re not just a client – you’re our investment.

Business Services Brochure

  • New Business Formation
  • Accounting Services
  • Tax Planning and Preparation
  • Financial Planning & Investment Management
  • Auditing
  • Management Consulting
  • Small Business Accounting
  • Financial Planning


New Business Formation


Are you thinking about starting your own business? Do you have an existing business that needs help with all the mandatory paperwork? We can recommend a business structure best suited for you company and file the necessary formation documents. Our accountants will help you develop financial strategies to make your business more profitable! We will prepare your financial statements, quarterly tax computations and payroll, allowing you more time to be your own boss and focus on your day-to-day business operations.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Business Valuation

The range of needs for valuing businesses continues to widen, and we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.

Tax Planning and Preparation

With Congress constantly changing our tax laws, it’s important to have a CPA who is up-to-date on IRS reform. Our accountants practice regular continuing education training and research tax updates to give you the greatest tax benefits allowable. We’ll help you keep more of what you earn.


We have preformed hundreds of credit union audits, including Certified Opinion Audits, Supervisory Committee Audits, internal audits, and fraud audits. Our accountants are required to attend continuing education seminars and workshops to keep up to date with ever-changing regulations.

Management Consulting

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

We can assist in your business planning and in obtaining the financing necessary to grow your business and minimize your debt. We can assist you in developing employee benefit packages specifically tailored for your business.

Small Business Accounting

Our firm will provide quarterly financial reports to help you determine where your money is being spent and what aspects of your business are most profitable. Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Financial Planning and Investment Management

Our firm assists individuals and businesses in planning for their financial futures because retirement isn’t the only goal you have. Whether your financial goals include education for your children, retirement, a new home, or a dream vacation, our accountants can offer suggestions regarding the best investment vehicle for you. In addition, we can decipher the complex regulations regarding individual retirement plans, (IRA's), and help you choose the IRA that is best for you.