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Additional Services

Financial & Estate Planning

We help our clients with their plans for growth, preservation and eventual disposition of their lifetime accumulation of wealth. If you don’t already have an estate planning attorney or an investment advisor, we can refer you to one of our trusted partners.

Financial and estate planning is best accomplished by a team of professionals who work together. Because of our close relationship in personal financial affairs and in personal income taxes, we can make a vital contribution to the overall direction and coordination of your entire estate and financial planning team. Together with your attorney, investment advisor and other professionals we can help assure that you meet your goals of minimizing the taxes and maximizing the portion of your estate that passes to your heirs.

We understand the challenges related to protecting your assets. As a key member of your planning team we are well aware of your priorities and have a critical role to play in helping you understand and implement the asset protection options best suited for your situation. Our advisors have the necessary experience that will help you implement your estate and financial plans.

Bookkeeping & Payroll Services

We offer bookkeeping and payroll services to our business clients so that you can focus on running your business. Timely and accurate bookkeeping is essential to the long-term success of any business. Business owners and managers need access to an accurate picture of past and current operations to evaluate efficiencies, inefficiencies, and the overall profitability of their company. We understand that many of our clients are not trained bookkeepers but want to keep the bookkeeping function in-house. We are qualified and available to assist existing clients with any bookkeeping issues that might arise, and we can relay solutions in accessible language that doesn’t require an accounting degree to understand.

Payroll preparation and filing is a vital function for many of our business clients, and we are qualified to assist at every step in the process. Our level of involvement varies by client, and we are happy to assist to whatever degree is desired. Payroll tax withholding and filing can be an intimidating process, and the consequences of mistakes can be far-reaching. A competent payroll function is a necessity for companies to maintain relationships with existing staff and to maintain the company’s good standing and reputation in the community. IRS fines can be very punitive in the area of payroll tax withholding and remittance, and our clients can be confident that we will work diligently to help ensure that they stay in compliance.

Bookkeeping and payroll services are not core functions of our business, but we are well qualified to assist at different levels of involvement. We can handle all aspects of our client’s needs in both areas, but we are also prepared to train our clients in both areas. Our clients should feel confident to take control of their own bookkeeping and payroll functions with the knowledge that we are always available to answer questions and offer solutions when more complicated issues arise.