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Reporting on financial statements including:       

•  Audit       
•  Review       
•  Compilation

Preparing and reporting on projections and financial forecasts 

Assisting in the preparation of financing proposals for presentation to financial institutions  

Assisting in the preparation of business plans

Project analysis and feasibility studies

Personal financial planning 

Accounting systems and control evaluation

Bookkeeping and client write-up services  

Planning and consultation

• Structuring transactions  for optimal tax effects
• Tax planning for individuals and businesses
• Tax law development and changes
• Employee benefit plans including retirement plans
• Tax sheltered investments
• Mergers, acquisitions, business reorganization and entity selection
• Estates and trusts

Compliance

• Preparing income tax returns for individuals, partnerships, corporations and estates and trusts

Our income tax software is updated regularly and includes reporting for all states in addition to federal reporting

• Preparing federal and state payroll tax returns
• Preparing personal property returns
• Preparing sales tax returns
• Assisting with tax audits

Mergers and Acquisitions (M&A)

• Buy-sell
• Business valuations
• Planning

Litigation Support

• Business valuations
• Fraud and embezzlement
• Expert witness
• Divorce

Accounting Systems

• Computer hardware and software selection
• Installation of computerized accounting systems
• Training and support

Executive Search

Compensation and Employee Benefit Studies