Our firm offers a wide range of services to our individual and business clients. Because our firm puts a high priority on customer service, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the general services that we offer to our clients along with a brief description of each type of service.

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)

  		• Tax Services
  		• Consulting Services
  		• Audit and Review Services
  		• Other Services
  		• Accounting Services   
    Tax Services
    We prefer to take a proactive approach to tax services. By keeping current with tax law changes 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 & return preparation for individuals, corporations, partnerships, LLCs, LPs, trusts and numerous other entities
    • Estate and gift tax planning and return preparation
    • Consultations relating to the effects of proposed transactions
    • Taxing authority representation, at the local, state and federal levels
    • Divorce and support issues
    • Tax effects of buying and selling a business

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    Consulting Services
    We can help your business identify areas that are both positively and negatively affecting profitability and growth, and develop policies, procedures and solutions that are practical and technically sound so that your company can maximize its profitability. 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:

    • Accounting software selection and implementation
    • Selection of the appropriate entity classification for your business
    • Buying and selling a business
    • Financial & retirement decisions
    • Estate, trust & gift planning

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    Audit and Review Services
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all levels of assurance; including:

    • Audit - an intensive examination with the highest level of assurance
    • Review - primarily analytical procedures conducted with limited assurance

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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.

    • Mergers & acquisitions
    • Due diligence
    • Asset protection
    • Bankruptcies
    • Litigation support
    • Outsourcing of operational, administrative and managerial staff
    • Expert witness services

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    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. Our firm provides a full range of cost effective accounting services including the following:

    • General ledger and financial statement preparation, including compilation reports
    • Bookkeeping (Monthly/Quarterly/Annual)
    • Accounting system setup for new businesses
    • Computerized payroll services
    • Personal financial statements

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