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Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Accounting Services

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.


We will review and update your computerized books prepared by you or your bookkeeper on a monthly, quarterly, or annual basis. If you lack the necessary accounting skills in-house, we will refer you to an outside bookkeeper.  Budgeting and forecasting support are also available. Our principals are QuickBooks Pro Advisors, and Mrs. Pope is also a mamber of the Sage Accountants Network (Sage 50 or Peachtree).

Payroll Services

Payroll is an area of increasing complexity.  For one- or two-employee small business entities with monthly or less-frequent pay periods, we can provide payroll services.  For most small businesses, we refer clients to dedicated payroll service providers, as this is more cost-effective.

Tax Preparation Services


A core specialty is our preparation of tax returns for individuals and families. Facing a filing deadline? We can file an extension for you and also recommend what taxes should be paid at the same time and what taxes can be delayed. We prepare tax returns all year, not just in the Spring.

Business Tax Returns

Small business and fiduciary tax return preparation are core services offered to our clients. Whether your company is a C Corporation, S Corp, LLC, Partnership, or Sole Proprietorship a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of tax returns have been prepared for small businesses. We will also smooth the preparation and filing of your trust or estate tax returns.

Trust and Estate

Confused by the complexities that arise when a loved one passes? Let us help you understand the resulting tax considerations and steps that can be taken. We can prepare your loved one's final tax return as well as any trust or estate tax returns that may be needed. We are here to give you some direction when you may be feeling pulled in many different directions.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. We will integrate taxes into your overall financial goals.

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Get clarity on your tax and accounting situation