1. To determine the financial condition of the business.

2. To assure that all required governmental requirements are met and tax returns are correct and filed on time.

3. To save tax dollars.

1. Help our clients establish internal controls and a record keeping system that retains all needed information using a minimum of their time. It is most important in today 's world to have a good internal control system. This system can be as simple, or complex, as fits the client's particular business. For those clients that use a computer to maintain their internal records, we offer special training and followup in QuickBooks® software.

2. Periodically, we obtain our client's internal bookkeeping records. From this data we prepare any needed sales, payroll or other tax returns. After making any and all necessary adjustments to the client data, we prepare tax basis Financial Statements. These statements give a complete picture of the clients financial position, prepared in such a manner to be easily understood and update the client's internal bookkeeping.

3. We are very aggressive in tax planning and helping our clients limit their tax liability. From information in the client's financial position, we prepare tax planning modules and make suggestions to save them taxes. There are many steps than can be taken to save taxes, and we suggest these to our clients long before the due dates of the returns.

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