Our Services


Tax Planning and Preparation

Our goal is to provide our clients timely and professional tax advice that enables them to comply with federal and state tax laws while ensuring that they pay the minimum amount of tax required by law. We meet with clients  as often as necessary throughout the year and take all possible steps to minimize their tax liability. In addition to routine planning and compliance, we can help our clients with type of entity selection, IRS and State tax examinations, and tax and financial consideration in connection with investment planning. Specifically, we provide the following tax preparation services:

  • Individual federal and state returns
  • Corporate and partnership returns
  • Gift tax returns
  • Trust and estate income tax returns
  • Exempt organization returns 

Accounting Services

Timely and accurate financial statements are critical to the success of all businesses.  Specific services we provide in this area are: 

  • Compilation of financial statements
  • Accounting and bookkeeping services
  • Accounting system set-up and training
  • Oversight of clients performing their own accounting
  • Quickbooks® consulting
  • Payroll services

Audit and Review Services

Our CPAs, Brian Obermeier and Jerry Zembal, began their careers in the Audit department of  an international CPA firm. Each of them attained the position of Senior Audit Manager during their ten plus years with that firm.

We take pride in being able to bring this breadth of audit experience to our current and prospective clients. We provide "Big Firm" audit expertise for "Small Firm" fees.