Services Offered

Dollar and QuarterWe offer an array of Services to our clients.

Want to know more?  Simply click on the area of interest for detailed information.

Other Services

Retirement Services

We set up Retirement Plans for any stage of your career.

Insurance Services

Life Insurance / Annuities

We offer quotes and policies for all situations.

Accounting Services


Complete bookkeeping services for small businesses.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Tax Preparation Services


Tax returns and filing instructions have been prepared for a number of individual clients each year.

Other Services


We set up Nonprofits/prepare Nonprofits Tax Returns.

Accounting Services

Payroll Services

Total payroll services for small business clients.

Tax Preparation Services

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Estates & Trusts

We offer tax preparation services for Estates and Trusts.