Through continued education in the rapidly changing environments of accounting, tax and computer technology, the staff at Book & Associates is able to provide just the right combination of consulting services and accounting skills to both businesses and individual clients. Our expert services are affordable and most importantly, personalized for each client's needs. Comprehensive Tax Services Estate & Trust Tax Personal Financial Planning Investment Advisory Services Financial Statements Full Service Accounting Business & Non-Profit Auditing New Business Start-up Management Advisory Services Software Services   As professionals serving professionals, Book & Associates invites you to contact our office for a consultation. Comprehensive Tax Services Book & Associates offers professional preparation of all individual and business federal, state, multi-state, and local tax returns. While continuously monitoring federal & state tax law changes, we offer tax planning throughout the year to help our clients minimize current & future taxes. to top Estates & Trusts Book & Associates understands how important it is to plan for the future. We provide assistance to clients for estate planning to help minimize tax burdens and/or establishing a will. In addition, we prepare Estate, Trust and Gift tax returns. to top Personal Financial PlanningPlanning for the future? Let Wealth Management Group, LLC (an affiliated company formed by Book & Associates) assist you with your personal financial planning. One of our professional staff members will work with you to customize a personal financial plan to fit your needs. Also, we can provide you with formal Personal Financial Statements for your personal use or to be submitted to third parties. to top Investment Advisory ServicesWhether you are starting a new investment portfolio or need some advice on your current portfolio our staff at Wealth Management Group, LLC (an affiliated company formed by Book & Associates) can help you. We will focus on your interests and goals to help you build a strategy that will best fit your needs for now and into the future. to top Financial StatementsOur firm prepares compiled and reviewed financial statements in accordance with generally accepted accounting principles established by the American Institute of Certified Public Accountants. Regardless of the size of your business we can provide you with Financial Statements to be used for managerial decisions or to be submitted to third parties. to top Full Accounting ServicesIn addition to preparing financial statements Book & Associates provides various accounting services. Services available, but not limited to include: bank account statement reconciliation, monthly and quarterly write up services and payroll tax reporting, business plans and eldercare services. to top Business & Non-Profit AuditingAudits are necessary for various reasons. For-Profit businesses may find that an audit may be required for obtaining and maintaining credit or other compliance contracts. A Non-Profit organization may be required to present an audit to their funding sources, such as grantors and restricted charitable donors to assure the financial statements are fairly stated. Audited financial statements provide the highest level of assurance that the audited statements are presented fairly in conformity with auditing standards generally accepted in the United States of America. Book & Associates through continued education and over 40 years of auditing experience can provide this service for you. to top New Business Start-UpOur firm is here to answer questions for new or prospective business owners. We can advise you on the local market conditions, industry trends, and the financial aspects of an acquisition or start-up. We can steer you in the right direction when choosing the correct business entity for your new venture. If an attorney is necessary we can give several recommendations. to top Management Advisory ServicesEven the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives & specific strategies to facilitate the future growth & success of your business. to top Software ServicesOur firm understands the growing technology and necessity of computerized accounting. Over the years we have had the opportunity to work with several computerized accounting software programs and have always provided assistance to our clients regardless of their software. We specialize in installation, setup, training and consultations on-site and by telephone on  QuickBooks® Pro, Premier and Enterprise Solutions. Book & Associates is a Member of the QuickBooks® Professional Advisors Program and has four Certified QuickBooks® ProAdvisors on staff. to top     Let us put our years of education, experience and training to work for you!