Tax & Accounting Services
We Understand Your Unique Accounting Needs

Tax Planning and Preparation

In addition to preparing tax returns for practices and their owners, we provide in-depth tax planning and examine opportunities to optimize your tax position and minimize your tax liability.

Accounting

We perform standard accounting functions - reconciling practice checking accounts...reviewing checks and statements for irregularities...preparing financial reports...and customizing reports to reflect cost centers such as satellite offices.

Payroll Tax Returns

We prepare annual filings such as Form W-2s as well as quarterly reports to ensure compliance with federal and state regulations.

Retirement Plan Administration

Since our service is solely administrative and advisory, we can impartially recommend a plan that fits your specific needs. We also provide administrative assistance, including preparation of tax forms and participant statements to assure regulatory compliance.