Our firm offers a wide range of services to our individual and business clients. The size of our firm and our experienced staff allows us to provide our clients with personalized, quality service that is beyond comparison. The following list is not all-inclusive so please inquire about any service you do not see listed.

 

Accounting Services
  • Financial statement audits
  • Financial statement reviews and compilations
  • Interim financial statement preparation
  • Internal control evaluation
  • Accounting process design and implementation

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Tax Services
  • Income tax returns for all business entities
  • Individual and trust income tax returns
  • Client representation to taxing authorities
  • Income tax planning
  • Payroll tax returns
  • Sales and use tax returns
  • Property tax returns
  • International taxation and planning for foreign subsidiaries

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Management Advisory Services
  • Cost analysis
  • Cash flow projections and financial forecasts
  • Succession planning
  • Choice of entity selection
  • Business valuation
  • Business sales, mergers and acquisitions
  • Buy/sell agreements and redemption

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Retirement Plan Services
  • Qualified and non-qualified plan design
  • Third party plan administration
  • Form 5500 and other informational return preparation
  • Plan participant accounting
  • Audits of employee benefit plans

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Estate Tax Service
  • Estate tax planning
  • Estate and trust income tax services
  • Assisting legal counsel in estate settlement
  • Probate avoidance techniques
  • Executor and trustee services
  • Trust accounting and administration

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Other Services
  • Rent a controller
  • Accounting personnel evaluation
  • Accounting system evaluation and selection
  • Training and support for computer based accounting systems
  • Assistance for new businesses and start-ups
  • Special engagements and reports

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