Tax services

Business Tax Preparation

We specialize in businesses and are ready to prepare your business tax return. Whether you’re a sole proprietorship, partnership, C-Corporation, S-Corporation, or a non-profit, we ensure that your information is accurately reported. (Read more)

Tax Planning

Your business is operating year-round, so events happen every day that could affect your tax situation. Let us partner with you to help through those times. A tax planning consultation can help avoid surprises down the road. (Read more)

Taxing Authority Representation

If you’re having issues with the Internal Revenue Service or state taxing authority, we can help.  Our firm will analyze your situation and ensure you receive the best results possible regarding your issue. Remember, the WORST thing you can do is ignore that letter and let the IRS resolve the issue for you. (Read more)

Talk with us

Let us assist you in doing more than the tax-season scramble so your business can stand in good financial standing. Contact us today for a consultation and discuss how we can assist you and your business.

Business services


Don’t let accounting be a thorn in your side.  Let us handle the details for you.

  • Set up your accounting system
  • Generate income statement and balance sheet
  • Bank reconciliations
  • Consultation
  • Payroll services

Click here for more information about Accounting and our pricing.


If you want help staying on top of your financial record keeping, we can help. Click here for more information and pricing.

Business consultations

If you’re starting a new business or have a growing one, you’re probably wondering which legal entity (LLC, Corporation, etc.) is best for your situation. Learn more about how we can help by clicking here.


Do you need your financial statements ready for presentation to a bank or another third party?

We can assist you in presenting your financial information in the form of financial statements. We will perform the engagement in accordance with the Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Our report will not express an opinion nor will we provide any assurance regarding the financial statements being compiled, however this statement can assist you in providing necessary information to financial institutions. In addition, our report can be restricted to third party use or management use only, depending on your needs.

Agreed-Upon Procedures

We can also be engaged to issue a report of findings based on specific procedures performed on a subject matter. We can assist third parties in evaluating a subject matter, or assertion, as a result of the needs of that third party. Our client or third party will agree upon the procedures to be performed and take responsibility for the sufficiency of the procedures for their purposes.

Examples of agreed-upon procedures include tracing all outstanding checks appearing on a bank reconciliation to checks cleared on a bank statement; comparing amounts on invoices included on an aged accounts receivable schedule to the actual invoices; or specific testing on areas sensitive to fraud. We make no opinion, certification, or assurance that the assertions being made in the financial statements are free from material misstatement. The users of our report based on agreed-upon procedures must draw their own conclusions on the results of the tests reported.

Talk with us

Would you like the certainty and security of a professional accountant’s support? Contact us today for a complimentary consultation and discuss how we can assist you and your business.

Fraud and Forensic Accounting Services

Fraud Prevention, Detection, and Investigation

Fraud in business hurts everyone.

While the details are different with specific clients, a very high percentage of them have one thing in common: a trusted employee (sometimes a relative) was performing the functions of receiving payments and making the deposits, paying the bills (writing checks), and reconciling the checkbook. In this role, the two most common assets embezzled from businesses are money and inventory.

Another common theme is that the fraud went on for years before it was discovered, and many people were hurt when everything came out in the open. Most business operate as described above, but no business owner wants to lose his or her hard-earned money to fraud, especially if it involves a trusted employee. We believe the best approach to occupational fraud is prevention and detection.

According the Association of Certified Fraud Examiner’s 2012 Global Fraud Study, occupational fraud falls into three primary schemes:

  • Asset misappropriation
  • Corruption
  • Financial statement fraud

The study found that asset misappropriation, which includes theft of cash, false billing, payroll disbursements, check tampering, and misuse of inventory accounted for 86% of frauds investigated. The items involved in these specific schemes are at the heart of every small business.

As a Certified Fraud Examiner, we can assist with the following:

  • Investigate suspected fraud
  • Perform a fraud risk assessment on your business
  • Develop an anti-fraud program
  • Provide anti-fraud training to you and your employees
  • Help implement proactive measures to increase employees’ perception of detection

If you’ve seen or heard something within your business that has caused the word fraud to cross your mind, don’t let that thought go. Let us help you put the pieces together to determine if someone is taking what belongs to you.

We can help you safeguard your assets. Our services for fraud prevention, detection, and investigation are $145/hr. Contact us today to discuss how to prevent and investigate possible fraud in your business.