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.

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.

Investment Advisory Services

Whether 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.

Financial Statements

Our 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.

Full Accounting Services

In 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.

Business & Non-Profit Auditing

Audits 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 granters 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.

New Business Start-Up

Our 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.

Management Advisory Services

Even 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.

Software Services

Our 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.