Care

   We truly care for each and every one of our clients. We listen and strive to help you with your day to day problems.

PHILOSOPHY

B

​Communication

     We want our clients to ask questions. In fact, we encourage it! And we never charge for phone calls.

ACCOUNTING

​Competence

   We always adhere to the highest professional and ethical standards. We have periodic peer reviews and are proud to be on the cutting edge of technology.

 

D

Accounting:
  Monthly and quarterly bookkeeping services.
  Quarterly payroll tax returns and annual Forms  W-2 preparation.
  Quarterly sales tax return preparation.
  Annual Forms 1099 preparation.
Financial Statement Compilation:
  Integrated with bookkeeping services.
  Customized to each business or organization’s needs.
Tax Services:
  Income tax preparation and planning.
  Individuals, corporations, partnership return preparation.
  Nonprofit organization return preparation.
Other Services:
  Budget review and assistance.
  Organizational planning.
  Individual, personal and business matters.

   7 PROMISES

NONPROFIT

ACCOUNTING IS THE LANGUAGE OF BUSINESS

C

​1. The only measure of success is your satisfaction.
2. We look at every problem from your perspective.
3. We own a problem until it is solved.
4. A problem is not solved until it is resolved to your satisfaction.
5. You should never have to ask about the status of your work.
6. Every question will be returned by the next business day, preferably within two hours.
7 .We are absolutely uncompromising in issues of integrity, ethics and client confidentiality. 

A

As recognized leaders known for our extensive work with the nonprofit community, our client list included community based groups, national organizations, as well as private foundations.

The bookkeeping services we provided were customized to the needs of the particular organization, and can include, among others:
  -- Check writing
  -- Payroll processing
  -- Bookkeeping
  -- Financial statement preparation
  -- Budget and audit assistance

We also prepared  Form 990 and attachments, the Form 990-PF and attachments, plus the required forms and reports to the state taxing agencies. Since these are public documents, many organizations come to us because of our experience in properly completing these complex forms.

We understand that every organization is different, and we tailor our services to the needs of each organization.

​Cost

  Because of our expertise we are always looking for the most efficient way to help our clients. This efficiency is the cornerstone of our efforts to bring the finest accounting services to our clients at an affordable cost.