Affiliates offer a wide range of services to their individual and business clients. Because our firm is relatively small, each affiliate office is independently owned. Clients benefit by getting year round personalized, quality service that is beyond comparison. Through the network of affiliate offices, the portfolio of services available to the client is always expanding. Below is listed some the services that are currently available to clients along with a brief description. The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional in our network.

Accounting Services	Bookkeeping/Write-Up
Consulting Services	Tax Services
Financial Statements	Online Tax Preparation
Grant Writing	Other Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost-effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. These records are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations

• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Online Tax Preparation

- Accufile Tax & Business Solutions

Grant Writing

Our portfolio of professionals includes a grant writing specialist with over twenty five years of experience.

Other Services

Due to our diverse affiliate base, we encounter a wide array of professionals. As a result, we have gained valuable service capability over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

• Payroll Preparation and Quarterly Payroll Reports
• Investment review
• Non-Profit Corporate Establishment and Filings
• Small Business Corporation Filings
• Residential and Commercial Mortgages
• Litigation support
• Cash flow forecasting
• Internet commerce