Services

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.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-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.

Accounting Software Selection
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.

Debt & Financial Services
We offer complete debt and financial services, including refinancing, and obtaining mortgages.

Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently. We are associated with the National Association of Business Appraisers.

Estate Planning
Our firm offers estate-planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Tax Services
Our firm offers a full range of tax planning, preparation, and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals, non-profit, estate, trust and businesses.


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 have an excellent track record with IRS audits.

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

International Taxation
We work closely with you and your company to insure the lowest US taxes is paid by the ex-patriate either US or International.

Retirement Planning
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.