A full-service accounting firm serving the Southeast.
Our Mission:
Our mission is to partner with our clients as part of their team focusing on strengthening their tax, accounting, and other financial systems allowing them to accomplish their personal and business financial goals.
Individual, small businesses, and non-profit organizations cannot achieve all of their goals alone.
We have positioned our firm to provide professional services to clients in order for them to prioritize the time and resources on what they do best.
Our Services
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In addition to individual and business tax preparation and compliance, we provide decision making assistance revolving around the related tax implications.
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Outsourcing all or segments of accounting systems:
General ledger maintenance.
Personal and business financial statement preparation.
Accounting system maintenance.
Payroll services.
Cash flow management
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Reviewed financial statements providing limited assurance typically for banks, sureties, and other third parties.
Compiled financial statements do not offer assurance but are typically requested for internal purposes.
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Financial planning
Estate and trust planning.
Retirement planning.
Litigation support.
Accounting software support, including QuickBooks and Job Power.
Entity selection
IRS representation.
Employee retirement plans.
Mergers, Acquisitions, and Sales