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We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

  • Tax Management Services
  • Accounting Services
  • Assurance and Advisory Services
  • Audits, Reviews, and Compilation
  • Estate and Trust Planning and Tax Preparation
  • Financial and Retirement Planning
  • Litigation Support and Forensic Accounting
  • IRS Representation
  • Bookkeeping/Write-up
  • Entity Selection and Restructuring
  • Accounting Software Selection, Implementation, and Support
  • Computer Consulting
  • Payroll Services
  • Employee Benefits, Pension, and Profit-Sharing Plans
  • Cash Flow and Budgeting Analysis
  • Financial Projections and Forecasts
  • Business Valuation
  • Mergers, Acquisitions, and Sales
  • Debt and Finance Advising
  • International Taxation



    Tax Management Services
    We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
    Request information about Tax Management Services

    Accounting Services
    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

    These services include but are not limited to:
    - General ledger and financial statement preparation
    - Bookkeeping (Monthly, quarterly, or annual)
    - Accounting system setup and support
    - Payroll processing
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation
    - Litigation support
    Request information about Accounting Services

    Assurance and Advisory Services
    We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

    These services include but are not limited to:
    - Audits, reviews, and compilations
    - Entity selection and restructuring
    - Accounting software selection, implementation, and support
    - Business valuations
    - Financial projections and forecasts
    - Debt and finances advising
    - Mergers and acquisitions
    - Transaction structuring and negotiations
    - Business succession
    Request information about Assurance and Advisory Services

    Audits, Reviews, and Compilation
    Our financial statement services comprise all three levels of assurance depending on your company’s needs.
    - Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.
    - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
    - Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.
    Request information about Audits, Reviews, and Compilation

    Estate and Trust Planning and Tax Preparation
    Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
    Request information about Estate and Trust Planning and Tax Preparation

    Financial and Retirement Planning
    Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
    Request information about Financial and Retirement Planning

    Litigation Support and Forensic Accounting
    Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.
    Request information about Litigation Support and Forensic Accounting

    IRS Representation
    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
    Request information about IRS Representation

    Bookkeeping/Write-up
    Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
    Request information about Bookkeeping/Write-up

    Entity Selection and Restructuring
    Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.
    Request information about Entity Selection and Restructuring

    Accounting Software Selection, Implementation, and Support
    Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.
    Request information about Accounting Software Selection, Implementation, and Support

    Computer Consulting
    As technologies advance rapidly, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.
    Request information about Computer Consulting

    Payroll Services
    Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
    Request information about Payroll Services

    Employee Benefits, Pension, and Profit-Sharing Plans
    Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.
    Request information about Employee Benefits, Pension, and Profit-Sharing Plans

    Cash Flow and Budgeting Analysis
    Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.
    Request information about Cash Flow and Budgeting Analysis

    Financial Projections and Forecasts
    No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
    Request information about Financial Projections and Forecasts

    Business Valuation
    The range of needs for valuing businesses continues to widen, and we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.
    Request information about Business Valuation

    Mergers, Acquisitions, and Sales
    Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
    Request information about Mergers, Acquisitions, and Sales

    Debt and Finance Advising
    Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.
    Request information about Debt and Finance Advising

    International Taxation
    Whether you’re a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., we can help you plot a course through cross-border taxation issues.
    Request information about International Taxation