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)

  		• Other Services
  		• Audits, Reviews and Compilations
  		• Tax Services
  		• Consulting Services
    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.

    *Audits of 401(k) plans

    *Mergers & acquisitions

    *Audit of construction contracts

    *Agreed upon procedures audits & evaluations

    *Recruiting services for clients searching for financial managers

    *Accounting services for clients during interim periods of growth or personnel changes

    *Analysis of accounting procedures and internal controls

    Back To Top
    Audits, Reviews and Compilations
    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 three levels of assurance:

    *Audit- an intensive examination with the highest level of assurance

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

    Back To Top
    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 & return preparation

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Individuals

    - Estates, trusts & gift

    - Not-for-profit organizations

    *Taxing authority representation

    *Divorce and support issues

    *Tax effects of buying/selling a business or other large transactions

    Back To Top
    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:

    *General management advisory services

    *Financial management-design of operating controls; the planning and development of cost accounting; inventory and purchasing controls; budgeting and forecasting; analysis of working capital needs; assistance in debt/equity financing negotiations

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Financial & retirement decisions

    *Estate, trust & gift planning

    Back To Top