Home
 Our Firm
 Firm Bios
 Client Services
 Tools
 Helpful Links
 Contact Info
Our firm offers a wide range of services to our business and individual clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Our client service focus allows us to provide those services that best fit the needs of our clients. The list below is by no means all-inclusive; please ask us about any service not listed.

Accounting and Auditing Services

Audits
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance.
Reviews
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Reviews provide a lower level of assurance than audits and are significantly less in scope. However, this level of reporting is appropriate for most businesses.
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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. This level of reporting may be appropriate given your needs.
Employee Benefit Plan Audits
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 perform both full scope and limited scope audits for retirement plans.
Cash Flow & Budgeting Analysis
All businesses, large and small, can be profitable and still run into trouble due to cash flow issues. We understand the issues that face large and small businesses , so we can assist with estimating financing requirements, project cash flows, and evaluate your company’s financial condition.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in achieving your company’s financial goals.
Bookkeeping/Write-up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.

Business Advisory Services

Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S“ corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Pension & Profit Sharing Plan Selection
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. They can also serve as an important tool to attract and keep good employees. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Debt & Financing Planning
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Tax Services

Income Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Income Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate Tax Planning and Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. A good estate plan is one that accomplishes a person’s objectives, and our job is to help you accomplish those objectives.

Other Services

Personal Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. We will work with your current attorneys, brokers, and agents to help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Expert Witness and Litigation Support
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Back to Top