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Public Accounting is our Passion

Our mission is to provide outstanding service to our clients and
rewarding careers for our people

Learn More About What We Do
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360° Accounting & Consulting Solutions

Explore Our Areas of Expertise

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.

Tax Services
We use a proactive approach to tax services. We stay updated with new laws to identify better tax planning opportunities that minimize current and future tax liabilities. We offer expertise and knowledge to our individual and business clients throughout the year. We use computerized tax preparation and research software to prepare returns for various entities like individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: general ledger & financial statement preparation, payroll Services, bookkeeping, personal financial statements, business tax return preparation (Sales & Use/Business Property)
Assurance Services
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide the following assurance services: Review, Compilation, Agreed Upon Procedures.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

We are with You Every Step Of The Way

We believe our clients represent valued relationships. Our success is a result of our clients’ successes. Because of this, we are committed to providing close, personal attention to our clients in order to cultivate and bring value to these relationships. The personal assistance we deliver results from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional development and technology is indicative of our commitment to excellence.

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CONGRATULATIONS

SHIRLEY COSTOPOULOS

FOR

35 years!!!

We are honored to celebrate Shirley Costopoulos today and her remarkable 35 years with us! Shirley is not only an exceptional employee, but also a valued colleague and a true friend. She is deeply caring and committed to both her coworkers and the clients she serves. Shirley consistently goes above and beyond to ensure that everyone is well taken care of. Her vast knowledge, unwavering dedication, and exemplary work ethic set a standard that is truly unparalleled. Those who have the privilege of working with Shirley are fortunate to benefit from her expertise, professionalism, and genuine care.