Accounting Services

A well-organized financial records system helps to ensure that your business operations function efficiently on a daily basis, and operate seamlessly. We are committed to providing timely and accurate accounting services to small businesses in various industries, non-profit organizations, estates, guardianships, and trusts.

Small Businesses and Non-profit Organizations

  • Monthly accounting services to ensure timely evaluation of financial status

  • We understand the unique requirements of non-profit accounting and can guide your organization in maintaining donor restricted, unrestricted, or board-designated amounts to ensure proper reporting

Fiduciary Accounting and Taxes

Fiduciary accounting help ensure proper administration of accounts and compliance with regulatory requirements. This includes estate, guardianship, and trust accounting.

  • Estate accounting

    • We guide executors in maintaining accurate records of estate transactions and distributions

    • We assist executors in structuring charitable donations with the goal to maximize tax benefits while achieving their philanthropic objectives, and prepare federal estate tax returns

  • Guardianship accounting

    • Preparation of annual, or periodic accounting reports in the format prescribed by the courts to help ensure that the ward's assets and expenses are properly managed

    • Informing families and legal guardians about establishing guardianships not only for the elderly, but also for individuals who cannot manage their affairs

  • Trust accounting

    •  Maintain detailed records of income, disbursements, and asset valuations

    • Prepare financial statements and reports required by all stakeholders from information you provide

    • Prepare federal trust tax returns to ensure compliance with applicable laws