Businesses Tax preparation and planning Financial statement audits, reviews and compilations for private and non-profit organizations Monthly or quarterly bookkeeping services provided by our bookkeeping staff Assistance with installation and operation of Quickbooks and other small business accounting software Management advisory services including financial forecasts, budgeting and cash flow analysis, ratio analysis, trend reports, industry-average comparisons, and break-even analysis Assistance with retirement plan selection: SIMPLE, SEP, 401(k), and other tax-qualified retirement plans Purchase and sale or transfer of business Business valuation estimate Assistance with payroll and payroll taxes Assistance with sales tax reporting issues   Individuals Tax Preparation and planning for individuals, estates and trusts Developing strategies for minimizing estate taxes Help with knowing when and how to make withdrawals from IRA, 401(k) and other retirement plans Assistance with selecting an investment advisor or money manager   Nursing and Residential Care Specialty Services Annual cost reporting Cost reimbursement planning and representation Industry-specific monthly financial reporting    We work closely with other members of your professional team, including lawyers, pension administrators, insurance specialists, money managers and computer analysts, in providing these services.  If you are currently without a qualified professional in one or more of these areas, our many community contacts assure that the best minds are put to work for you.