Planning

We hope that our website explains our services but we also understand that there are still questions.

Do you prepare income taxes for individuals?

Yes we do, and we like to coordinate that service with year-end tax planning so there are no surprises come April 15th.

Do you work with small businesses?

Yes, and we offer a variety of services including accounting, tax preparation, business valuation, tax planning, retirement plans, succession planning, and others.

Do you offer QuickBooks assistance?

Yes.  We are part of the QuickBooks ProAdvisor program.  We can assist with initial setup, use of QuickBooks including chart of accounts, journal entries, entering invoices and vendor bills, payroll, bank account reconciliations, financial reports, and the many other features QB offers.

Do you offer personal financial planning services?

Yes, we offer a number of personal financial planning services.  They are addressed on our website but they include client bill paying, overall review of investments, retirement planning, insurance, estate planning, and other sub-specialties, all in conjunction with fellow professionals with whom we partner and who specialize in these areas.

How do you charge for your services?

Our fees are based on a combination of hours and skill level, and they are typically a flat fee per service or project.  Under certain circumstances we work on an hourly rate.

Please get in touch if you still have any questions.

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