Our Services

For More Information, please click on the service listed on the left.

Income Tax Planning and Compliance

This is the bread and butter of any CPA practice, and is the foundation of our firm. Our services include preparation of virtually any tax return. We also help our clients structure their transactions to minimize the tax impact.

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Accounting and Bookkeeping Services

You can outsource your accounting function to us. We can perform bookkeeping services, bill payment, payroll, financial statement compilation, and other services. If you prefer to do your own accounting, we can help you set up an accounting system, perform reviews of your accounting entries, and answer any questions you may have.

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Consulting and Advisory Services

It's been said that a CPA is one's most trusted financial advisor. We can help you with virtually any financial question, whether for an individual or for an entity. We can also help with financial structuring, entity selection, and many other areas.

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Estate and Gift Planning

We can help you plan for the current and future transfers of assets to your heirs. We can help you create a plan, file the necessary tax returns when necessary, and work with your other advisors as needed. Our sister firm, Horizon Advisors, a registered investment advisor, can help you create the investment portion of your plan.

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Comprehensive Administrative Services

We have several levels of administrative services available for our clients:

• Personal Financial Administration - This involves administration and documentation of the client's bill paying, as well as coordination with investment management and income tax preparation.
• Family Partnership Administration - We handle all aspects of the family partnership including investment management, income tax preparation, distribution calculations, financial statement preparation, meeting with the partners, and other needs.
• Private Foundation Administration - We can help clients administer and direct the finances for their private foundations. We can prepare tax filings, work with grant proposals, manage the foundation's funds, and any other required needs

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Financial Planning and Management

We help our clients plan and prepare many aspects of their financial lives. This can include cash flow planning, saving for retirement, portfolio review, and management of your financial investments. Many aspects of this planning is done in conjunction with our sister firm, Horizon Advisors, a registered investment advisor.