Our firm has the resources, experience and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast and cost-efficient manner.
Compilation, Review and Audit Services
Our firm provides professional compilation, review and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing and can deliver complete audit attestation.
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.
Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency and increase the bottom line.
Financial Forecasts and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize "What If" planning scenarios to help management foresee and plan for unexpected business contingencies.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
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. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring and much more. Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Whether it is planning for college education, retirement or that vacation home or boat you have always dreamed of, we can help in charting the right course for you to achieve those goals and strengthen your financial security.
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift and trust tax returns.
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement custom-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. Our firm provides cost-effective business valuation services, quickly and efficiently.