Our firm is a full-service, communications-oriented, client-driven firm. Our interest in our clients is not limited to historical events. We consider it our responsibility to help our clients be more profitable, effective and efficient.

We can assist you in selecting the right retirement plan for your business. We will also assist you in the setup and implementation of your retirement plan.

We can work directly with your plan administrator and trustee, and we can provide the necessary information for plan testing and information return reporting.

We can form a corporation for your new business. All you do is provide us with a one-page corporate information form and we do the rest. We will prepare and file all of the necessary documents to set up your corporation including IRS subchapter S-election and the set up of all of your federal and state payroll tax accounts. We will also prepare your corporate record books which include Corporate Seal, Articles of Incorporation, Minutes, Forms and Stock Certificates.

We can assist with business buyouts by reviewing the documents drafted by your attorneys and insurance companies to ensure that you are in the best tax situation and the deal is both fair and equitable. We can make recommendations to your attorneys and insurance companies and will communicate directly with them.

Financial statements can be prepared for your business monthly, quarterly, semiannually or annually. We prepare your balance sheet and income statement and provide you with a detailed general ledger of all transactions that affect the accounts in your financial statements.

Financial statement review and auditing provided to any type of business. Reviews are provided for clients who do not need full-blown audits but require some assurance as to the accuracy of their financial statements. Audits are provided for clients who require the highest level of service CPAs can provide in connection with financial statements with an opinion issued by the CPA as to the accuracy of the financial statements.

We currently provided reviews and audits for many nonprofit organizations, homeowners associations and construction companies.

Stephen T. Evans, CPA is a Certified QuickBooks Advisor certified by Intuit Software Corporation.

We can provide installation, training, and support for your QuickBooks accounting software. Support and training for your software can be provided in our office or at your site.

We also provided telephone support.

Business income tax preparation is provided to corporations, partnerships, limited liability companies, and nonprofit organizations.

Business income tax preparation is provided aggressively in order to assure you get every deduction you are entitled to as allowed by federal and state tax laws.

We provide weekly, monthly, quarterly, semi-annual and annual bookkeeping services for any type of business. Also, we can process your accounts payable and write the checks to pay your bills. We provide bank account reconciliation and can track the balance in your checking account.

Business consulting services are provided to assist you in almost any area of your business. Areas of business consulting include human resources, financing, business plan preparation and implementation, banking, asset acquisition, and marketing.

Payroll processing services can be provided for any type of business and any pay period. All you have to do is provide us with the payroll information (ie. weekly hours or salary) and we do the rest from printing your paychecks to the preparation of monthly payroll tax deposits, quarterly and annual federal and state payroll tax returns and Forms W-2. Your payroll information can be provided to us by telephone, fax or e-mail.

What most firms offer…

  • Monthly Financial Statements
  • Payroll Returns
  • Income Tax Returns

Only some firms offer…

  • Prior-Year Comparisons
  • Detailed General Ledger Reports Journals
  • Financial Statements with Budget Comparisons
  • Special Purpose Financial Statements
  • Personal Attention
  • Telephone Calls Returned the Same Day
  • Entity Selection Advice and Set-up

And even fewer firms offer…

  • Graphic Presentation of Key Financial Indicators
  • Executive Summary
  • Periodic Complimentary Client Seminars
  • Special Bulletins on Current Developments
  • Communications to Maximize Profitability
  • Computer Hardware and Software Consulting
  • Computer Training and Support