Anne Mitchell, MS, CPA
Enter the Client Center
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As 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.

(Click Service Title For Details)

  		• Accounting Services
  		• Consulting Services
  		• Tax Services
  		• 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. Good records enhance management analysis.

    *Financial Statements

    All financial statments are accompanied by a report issued by an accountant indicating the scope of services rendered and stating the responsibility of management owners for the statements, and the level of assurance if any, the accountant is giving.

    *Compilations

    The basic level of using client financial data to produce a blance sheet and income statements in accordance with generally accepted accounting principles. Within this broad category are choices, for example:

    - the use of cash, tax or accrual basis accounting

    - whether to include footnotes disclosing information about the accounts on the statements

    - and other presentation of other information useful to readers

    *Reviews

    With respect to reliability and assurance, a review is more analytical than a compilation, which provides no assurance. Reviews are reports that provide limited assurance that material changes to the financial statements are not necessary. The CPA must remain independent of the client during a review, and all appropriate disclosures must be included in the reviewed statements.

    *Personal Financial Statements

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    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:

    *Short Sales

    *Entity Choice / Comparison

    *Tax Effects from Foreclosures

    *Bankruptcy - Planning for

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    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

    *Tax Preparation

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Estates

    - Trusts

    - Gifts

    - Not-for-profit organizations

    *Entity Dissolution / Termination

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    Other Services
    Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience 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.

    *Litigation support

    *Choice of Entity & Assistance in Setup

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