Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service is you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting and Bookkeeping

Accounting Services
Bookkeeping/Write-up Services
Payroll Services
Quickbooks Pro® Advisors
Cash-Flow and Budgeting Analysis
Sales Tax Services

Audit, Compilations and Reviews

Monthly/Quarterly/Annual Statements
Audits of governmental, not-for-profit, manufacturing and other specialized idustries

Income Tax Services

Consulting and Planning
Tax Return Preparation
IRS Representation
Estate and Gift Planning
Employee Benefit Plans

Investment Review and Management

(Provided through JT Financial Advisors, LLC)

Financial Planning
Investment Review and Management
Portfolio Analysis
Retirement and Education Planning

Management Advisory Services

Business Valuations
Expert Witness Services
Business Consulting
Emplyee Retirement and Compensation Planning