| Our firm offers a wide range of services to our individual, trust/estate, 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 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 if you do not see it listed. |
| (Click Service Title For Details) |
| Accounting Services/Compilations |
We are committed to providing financial information to our clients in a timely and accurate manner. We view our role as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. Our firm provides a full range of cost effective accounting services including the following:
Customized chart of accounts and financial statement formats
General ledger and financial statement preparation
Bookkeeping, including reconciliation of bank accounts, monthly/quarterly/annual
Accounting system setup for businesses
Preparation of payroll and other business tax returns
Personal financial statements
Trust and guardianship accountings |
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| Client Bookkeeping Solution (CBS) |
Innovative, easy to use and efficient, CBS is uniquely designed, reasonably priced, software designed to simplify your day-to-day bookkeeping and checkwritig needs. This gives you ongoing and immediate access to your checking account balances. Some of the advantages of using CBS are as follows:
Eliminate duplication and resulting errors
Set up the payee/vendor once (including address, reference number, etc.) for current and future use
You can print a checkbook register, deposit list, transaction list and other reports for any date range
Checks print for use in window envelopes
Seamless transfer to our accounting software |
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| Tax Planning and Preparation |
Tax planning and preparation form a winning combination for our individual, trust/estate, and business clients. Based on our many years of planning experience, we develop tax strategies that take advantage of tax laws and new legislation. Below is a sampling of the types of returns we prepare:
Individual - Federal and state (resident and non-resident) returns
Business - Federal and state corporation, S corporation, and partnership returns
Estate and Trust - Fiduciary and estate returns
Non-profit - Non-profit corporation, charitable trust, foundation and other non-profit returns
Pension and Profit Sharing returns |
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| IRS Representation |
| During our years of experience dealing with taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Estate Planning |
| In addition to being a C.P.A., Celia is a "Certified Specialist in Estate Planning". Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse/partner, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Litigation Support / Expert Witness Services |
| Pending or existing litigation can result in the need for a qualified professional to present her opinion to support or oppose evidence submitted to the court. We use accounting skills to compile and/or re-create financial records to determine the extent of financial loss. Celia has testified and is a recognized expert in trust and probate matters. |
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