We are qualified to provide our clients with excellent services. Dedication, competence and integrity are the foundations by which these services are performed. As accounting professionals, our services are based on concern for the welfare of our clients. This embodies a constant willingness to keep current of new developments, and to acquire knowledge for better fulfillment of our clients’ needs. We combine traditional professionalism with personal service. Our professional services include: Tax Planning and Preparation Recordkeeping and Reports Business Problem Solving Audits, Reviews, and Compilation Estate and Trust Planning and Tax Preparation Financial and Retirement Planning IRS Representation Other Services Tax Planning and Preparation We believe that preparation of your tax return is only secondary and the aftermath to proper tax planning. Throughout the year, we monitor tax law changes that will affect your business. We look for tax cutting strategies that will help you keep more of what you make. Recordkeeping and Reports As your CPA, we can prepare or supervise the preparation of financial statements. Helping you to use the records in managing your business and increasing your profitability is an important aspect of our service to you. Business Problem Solving As you start a business, we can help you select the proper organizational structure. We will work with you and your other advisors to solve your business problems. Audits and Reviews of Financial Statements Our financial statement services comprise all three levels of assurance depending on your company’s needs. - Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Financial and Retirement Planning Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. IRS Representation Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. Other Services Projections, Budgets, Goals Accounting Personnel Training Business Sales and Acquisitions Lease-Buy Decisions Business Expansion Retirement Planning Divorce Tax Planning

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