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ATTESTATION

 

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  


TAXATION

 

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

MANAGEMENT ADVISORY SERVICES

 

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



Appointments

ALL CONSULTATIONS ARE BY APPOINTMENT ONLY