Tax Preparation, Compliance and Planning

We can provide advice and insights tailored to your industry, type of business or individual tax situation. We will ensure that your corporate, partnership or individual filings are timely, complete and accurate. We can assist with resolving tax notices, tax audits and appealing positions with Federal, state and local tax authorities. We will keep you abreast of all the latest revelant changes in legislation.

Compilations and Reviews

Our firm can compile financial statements from client provided information in accordance with professional standards. No opinion is expressed about the underlying financial information.

Auditing and Attestation

Our audit and attest services meet the highest technical and ethical standards while ensuring compliance with financial reporting regulations. We provide the most reliable, accurate information about your company or organization.

Estate and Gift

Many of our clients have complex lives with wealth to protect generations of children, grandchildren and blended families. Wealth preservation requires a solid foundation. With careful planning and periodic reviews, we can help you reduce your tax exposure, protect your family and ensure that your exact wishes are met.

Accounting

We offer a vast array of accounting services including helping our clients create budgets and projections, perfecting financial statements, monitor depreciation of assets and determining cash flow needs. We can also provide monthly services such as payables and receivables, billing, payroll, monthly and quarterly taxes, bank reconciliations, general ledger entries and monthly trial balances. Our Certified Quickbooks Pro Advisors can also provide guidance and support with your Quickbooks accounting software.

We can review financial results by making inquiries of a client's management and performing analytical procedures on financial data. Our review report expresses limited assurance that there are no material modifications that need to be made to the financial statements in order for them to conform to generally accepted accounting principles.

Benefit Plans

Our employee benefit plan audit team has experience in auditing retirement plans for companies of all sizes. We are skilled at auditing retirement plans for single and multiple employer plans. We can also help identify prohibited transacation and assist plan managers in effectively communicating with the Department of Labor and the Internal Revenue Service.

Business Consulting

Our firm can assist you with financial strategies. We can provide advice on methods for lowering your tax burden, or review and make suggestions for updating a business plan. We can help to ensure that our clients are aware of regulatory changes.

Small Business Services

The "business" side of business can sometimes drain you of the energy you want to direct toward your core services and products. We can help meet your needs with day-to-day bookkeeping, tax services, management consulting, just to name a few.

Certifications / Associations