We are committed to providing
personalized service and advice to our clients.

Because of our ability to offer a full range of accounting, tax and consulting services, we can identify our clients’ unique needs and ensure they receive expert support. Years of continuity with our clients has provided us with a depth of experience and skills not offered by other firms that consistently rotate assigned personnel. Our services include:

We have extensive experience in tax preparation and planning required by businesses, individuals and families. With highly skilled tax professionals, state-of-the-art technology and broad experience in business and tax issues, we provide our clients, large and small, with ongoing information on legislative changes and planning opportunities to help them gain and protect your wealth, whether through tax minimization or asset accumulation. Our tax services include:

 

  • Tax return preparation for businesses, individuals, estates and trusts
  • Tax planning and consultation for individuals and businesses
  • Coordinated tax planning for businesses, their owners and related entities
  • Multi-state tax planning and consultation
  • Representation before IRS and other taxing authorities
  • Real estate transactions and like-kind exchanges
  • Trust formation and planning
  • Estate, gift and succession planning
  • Tax planning and consultation for exempt organizations

We provide objective, independent support that combines superior service and competitive rates.  Our engagements are designed to be efficient, impactful and cost-effective. Our commitment to understanding our clients’ business and strengthening their performance gives us invaluable insight on improving operations and increasing profits. Our audit and accounting services include:

 

  • Financial statement audits, reviews, compilations and preparations
  • Employee benefit plan audits (limited and full scope)
  • Component auditor inventory observations
  • Forensic accounting
  • Maintenance of property and equipment records
  • Year-end accounting

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In today’s complex world, our clients look for consulting services that make a difference.  We don’t believe consulting reports should sit on a shelf collecting dust.  We believe in workable solutions to everyday problems. Our business consulting services include:

 

  • Litigation support
  • Budget development
  • Multi-year financial projections
  • Comparative analysis
  • Fraud prevention and detection
  • Executive compensation plans
  • Key employee issues
  • Succession planning
  • Personal retirement planning and wealth management
  • Business entity structuring
  • Business planning (buy, sell, expand, diversify, etc.)
  • Agreed upon procedures (i.e. internal control and operational reviews)
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OUR MISSION

No matter what services we may be providing, our mission is always complete client satisfaction.