Advisory Accounting & Business Services

Welcome to our accounting and business consulting firm, dedicated to providing top-notch financial services to individuals, businesses, and government contractors. Our team of experienced professionals is committed to helping you navigate the complexities of the financial world, ensuring your long-term success.

Services for Individuals

For our individual clients, we offer more than just income tax return preparation. We understand that our clients require comprehensive financial support, which is why we provide the following services:

1. Loan/Mortgage Assistance: Navigating the world of loans and mortgages can be daunting. We help our clients by providing guidance and support during the application process, ensuring they secure the best possible terms.

2. Investment Advice: Our team of financial experts is well-versed in various investment strategies, allowing us to provide personalized advice tailored to our clients' specific goals and risk tolerance.

3. Additional Financial Services: Our firm is dedicated to offering a wide range of financial services, including retirement planning, education planning, and estate planning, providing our clients with a one-stop solution for their financial needs.

Commercial Business Services

Our commercial clients include small and large businesses seeking a reliable, responsive financial partner. We take pride in offering a wide range of services, which include:

1. Accounting Services: From bookkeeping and financial statement preparation to budgeting and financial analysis, we assist businesses in maintaining accurate financial records and making informed decisions.

2. Tax Return Preparation: Our team is experienced in preparing and filing various business tax returns, ensuring compliance with all applicable laws and regulations.

3. Training and Fraud Prevention: We offer customized training sessions for businesses on topics such as internal controls and fraud prevention, equipping them with the knowledge needed to protect their assets.

4. Quarterback Services: Our unique Quarterback services help businesses streamline their financial processes, acting as a central hub for all financial functions and providing valuable insights and recommendations.

Government Contractors

We specialize in assisting companies that are or plan on becoming government contractors. Our services include:

1. Certification Assistance: Our firm helps businesses navigate the certification process for set-asides, such as 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB), and Women-Owned Small Business (WOSB).

2. Accounting and Tax Services: We offer comprehensive accounting and tax services for government contractors and their owners, ensuring compliance with both commercial and government regulations.

3. Consulting and Leased Employees: We provide expert consulting services on various business and financial matters, as well as offer the option of leased employees to help businesses manage their workload efficiently.

Our Commitment

At our firm, we pride ourselves on our responsiveness and our ability to offer competent advice and fast, accurate personnel. We believe in fostering long-term relationships with our clients by providing exceptional financial services and personalized support. Our goal is to enable our clients to manage their financial affairs with confidence and peace of mind.

If you would like to learn more about our services and how we can help you, please reach out to us. We look forward to working with you.