Client Services


Tax Compliance and Planning
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.

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. Tax services offered include but are not limited to:

Tax planning & return preparation for:

– Individuals
– Corporations
– Partnerships
– LLCs/LLPs
– Estates, Trusts & Gift
– Not-for-profit organizations
– Taxing authority representation
– Divorce and support issues
– Tax effects of buying/selling a business

Financial Statements and Assurance Services
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 when making financial decisions. 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 provide financial reporting on all three levels of assurance:

*Audit - A comprehensive examination with the goal of expressing an opinion, with reasonable assurance, that the financial statements are fairly presented and free from material misstatement, whether due to fraud or error.

*Review - A series of procedures designed to obtain limited assurance that the financial statements are free from material misstatement and in accordance with the proper reporting framework.

*Compilation - A presentation of client-prepared financial statements, without expressing an opinion, that conforms with appropriate accounting standards of structure, presentation, and disclosure.

Preparation of Financial Statements - A preparation of financial statements in accordance with appropriate accounting standards based on information provided by our clients without independent verification.

Estate and Trust Planning
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. 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.

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

– General ledger & accounting
– Bookkeeping (Monthly/Quarterly/Annual)
– Computerized payroll services
– Business tax return preparation (Sales & Use/Business Property)

Consulting and Advisory Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following lists a few of the areas in which we provide consulting services:

– Type of entity selection

– Buying/selling a business
– Financial & retirement decisions

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. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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.

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.