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Income Tax Preparation
Our goal is to provide timely, accurate and affordable tax returns for:

  • Individuals
  • Corporations
  • S corporations
  • Limited Liability Company
  • Partnerships
  • Sole proprietorships (i.e. self employed)
  • Nonprofit 990
  • Pension Plan 5500

Proactive Income Tax Planning & Strategy
With the goal of minimizing your income tax:

  • Planning & Projections
  • Choice of entity
  • Owner's compensation package
  • Travel, meals & entertainment
  • Family income splitting
  • Retirement Plans


Basic Accounting Package

Timely and affordable.

Why hire a full time bookkeeper when you can contract with a CPA firm for a fraction of the cost? We can provide you with a turnkey approach to your monthly or quarterly accounting needs:

  • Financial Statement Compilation (Balance Sheet & Income Statements)
  • Budgets and Financial Trends
  • Payroll Tax Returns
  • Sales Tax Returns
  • Bank account reconciliation
  • Computerized general ledger
  • Telephone or email consultations
  • Management oversight
  • Internal accounting control
  • Quickbooks consulting.

Audits & Reviews

To meet the compliance requirements of banks, bonding companies and regulatory agencies. We offer over 25 years of experience in meeting the financial statement needs of our clients at affordable costs. Call for a complimentary proposal.

Providing innovative and practical ideas to maximize your profits and net worth

Cash Management; analysis and ideas

  • Accounts receivable and collections
  • Accounts payable and disbursements
  • Working capital management
  • Inventory and purchasing
  • Overhead expense analysis
  • Personnel cost analysis

Debt Management; analysis and ideas

  • Proper debt structure
  • Repayment terms
  • Additional capital needs
  • Bank loan proposals

Business Plans and Projections

  • Operations
  • Marketing
  • Finance
  • Executive Summary

Business Valuations

What is your business worth? We can provide professional assistance and insight in preparing a general or comprehensive analysis.

Business Broker Services

We can list your business for sale, prepare the necessary financial package, and handle the screening of potential buyers.

References - Read what our clients are saying about us.

    2915 S. Sherwood Forest Blvd., Suite B | Baton Rouge, LA 70816 | Phone: (225)292-7434
The Village Executive Office Suites | 2895 Hwy 190, Suite 230 | Mandeville, LA 70471 | (985)674-9092