Skip to content

Individual & Business Services

Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
 
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
 
Payroll, Sales & Property Taxes
We can assist, explain and/or prepare the complicated payroll, sales, and property taxes applicabe to your business.
Real Estate Services
Each real estate transaction is very different with regards to the terms, the investors and the tax results.
 
Reviews - Compilations
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Sale or Purchase of a Business
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
 
Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Trusts and Estates
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
   

Contact Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (408) 275-8600

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe