Enter the Client Center
We offer many services to businesses, nonprofits, and individuals. The experience and training of our team members allows us to provide personalized and value-oriented services to our clients.

Below are some of the services we offer. Please ask about a service in which you are interested if you don't see it listed. If we don't provide it, we will be glad to refer you to another qualified professional who does.

(Click Service Title For Details)

  • Audits, Reviews and Compilations
  • Bookkeeping/Write-Up
  • Cash Flow & Budgeting Analysis
  • Tax Planning & Preparation
  • IRS Representation
  • Estate & Trust Tax Preparation
  • Accounting Software Selection & Implementation
  • Buying & Selling a Business
  • Fraud Prevention & Detection
  • Management Advisory Services
  • Business Entity Selection
  • Consulting Services
  • Litigation Support
  • Mergers & Acquisitions

    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency as well as to provide assurance on the financial data. We provide three levels of assurance services:

    Audits - an intensive examination with the highest level of assurance.

    Review - limited analytical procedures and inquiries performed to provide limited assurance.

    Compilation - based upon client information provided and used primarily for internal use.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Cash Flow & Budgeting Analysis
    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multitiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    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.

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    Estate & Trust Tax Preparation
    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.

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    Accounting Software Selection & Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Buying & Selling a Business
    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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    Fraud Prevention & Detection
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Consulting 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 is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    Litigation Support
    Litigation support involves various accounting services that relate to existing or pending litigation, such as present valuation of pensions, quantification of economic damages, or forensic accounting work.

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    Mergers & Acquisitions
    Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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