(724) 349-8CPA(272)  


Our firm provides a broad range of traditional CPA services with the highest degree of professional competence and confidentiality.

Tax Planning and Preparation 
Accounting Services
Management Consulting
Financial Statements

 

Tax Planning and Preparation  

 We are here to serve your federal and state tax needs whether they are for preparation of your individual return, your business return, an estate, or a trust. Through tax planning, we can analyze your present financial situation and plan for anticipated changes, with the goal of minimizing your tax burden. Our planning encompasses a long-term approach designed to increase your after tax earnings.

Electronic filing of your federal and state income tax returns is also available.


Accounting Services 

       We offer a wide range of accounting services, which you can utilize on an as needed or on a permanent basis. Our approach allows you to decide on a customized program of services which best fit your needs and on how often those services are performed.

We will advise you, on a timely basis, of any cost saving opportunities that come to our attention during the course of performing these accounting services.

We can also help you evaluate your current accounting functions and make recommendations for improvement, including the streamlining of present procedures and the selection of new business software.


Management Consulting 

       If you are starting a new business or evaluating your existing business, another business perspective is often what you need. Our unique background as senior financial executives enables us to provide a variety of business advisory services in an efficient and insightful manner.

Examples of these consulting services include strategic planning, budgeting and forecasting, operations reviews, strategies to improve overall profitability, assistance in securing additional financing or modifying existing financing arrangements, and assistance in mergers and acquisitions.


Financial Statements 

          We can compile financial information of your business into attractive financial statements for reporting to owners, directors, creditors, or other third parties that do not require either reviewed or audited statements.

          Should your reporting needs require more complete financial statements, we can prepare reviewed financial statements. Reviews conducted in accordance with standards issued by the American Institute of Certified Public Accountants do not render an audit opinion on the financial statements. Reviews do provide limited assurance that no material modifications are needed in order for the financial statements to be in conformity with generally accepted accounting principles. A review is less costly than an audit and often meets the reporting requirements of third parties.

          An audit of financial statements in accordance with generally accepted auditing standards is normally done because of a requirement of the governing board or by a third party. The objective of an audit is to express an opinion as to whether the financial statements are presented fairly in all material respects in conformity with generally accepted accounting principles. In the course of an audit examination, we consider it important to develop recommendations to assist business owners and management in improving efficiency and in strengthening internal controls.         

 

We would appreciate your business 

Please contact us for a free initial consultation or with any questions you may have about our services. 

Appointments are scheduled at your convenience in our office, your place of business, or your home; days, evenings, or weekends.