Our Services
A full range of services for individuals and businesses
Because our firm is independent and partner-led, our clients get personalized, quality service that is beyond comparison. The list below is by no means all-inclusive — please ask about any service you do not see listed.
Tax Services
Tax planning and preparation form a winning combination for our successful individual and business clients.
Tax Planning & Preparation
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.
Estate & Trust Tax Preparation
Effective estate and gift 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.
Business Owners: Estate & Trust Setup
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.
Audit & Accounting
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, Reviews and Compilations
We provide financial reporting on all three levels of assurance: audit — an intensive examination with the highest level of assurance; review — analytical procedures with limited assurance; and compilation — based on client information and used primarily for internal use.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management in making financial decisions.
Bookkeeping / Write-Up
Meaningful, well-organized financial records ensure that your business operations run more efficiently and are the foundation of a successful business. Our qualified staff can assist with the day-to-day tasks associated with bookkeeping.
Consulting Services
We gauge our worth by the personal and business successes of our clients — from entity selection to succession, retirement and fraud prevention.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries and provides security for your surviving spouse. For business owners, providing for business continuity and succession of ownership is essential.
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 help you assess your needs and develop strategies to strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will help ensure financial independence during your working years and through your retirement years.
Business Consulting
We help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound, acting as a sounding board for management.
Business Entity Selection
Choosing the form of entity of your business (S corporation, sole proprietor, LLC…) is a crucial decision with longstanding tax implications. We help you evaluate the pros and cons of each.
Fraud Prevention & Detection
We use accounting and auditing skills to analyze financial records in conjunction with fraud and theft investigation, and our damage measurement methods can determine the extent of financial loss.
Additional Services
Due to our diverse client base, we have gained valuable experience in numerous specialized areas.
Employee Benefit Plans
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We assist with the development, implementation and administration of your plan.
Asset Protection
An asset protection or wealth preservation plan makes enforcement of judgments against protected assets nearly impossible while allowing you to retain substantial control. Plans may include family limited partnerships or trusts.
Mergers & Acquisitions
We assist in the merger or acquisition process by assessing tax considerations, product/service compatibility, competitive position, financial impact and cash-flow considerations.
- Mergers & acquisitions
- Asset protection
- Investment review
- Bankruptcies
- Litigation support
- Cash flow forecasting
- Employee benefit plans
- Expert witness services
- Internet commerce
Tax deadlines don't wait