Our Services

Comprehensive Tax Services We provide business tax planning and return preparation including preparation of federal and multi state returns, projections, estimated tax payment calculations, and extensive yearly tax planning. In providing representation before tax authorities, we have experienced staff in representing businesses before the Internal Revenue Service and other taxing authorities. We also service individuals through their full life cycle of personal tax planning and return preparation, tax planning for executives and owners of closely held companies, and estate and retirement planning.

Business Services We perform independent evaluations of clients business processes and related controls and assist clients in using their financial statements to manage their business more effectively. We provide analysis and recommendations regarding the many considerations in determining the appropriate choice of entity such as sole proprietorship corporations, S-corporations, limited liability companies, partnerships, limited liability partnerships, family limited partnerships and trusts. We support companies from initial formation, business management and compliance, merger and acquisition to succession planning or dissolution

Accounting and Assurance Services We provide compilation, review and audit services. Using our industry experiences and knowledge of best practices, we work with clients to evaluate business risks and regulatory challenges. We offer a variety of audit services including measuring the effectiveness of existing internal audit processes and advising on the development of enhanced internal audit methodologies to providing full or partial internal audit outsourcing solutions. For statutory or regulatory requirements, we also provide assurance services to organizations that must submit to an independent audit.

Retirement Planning and Resource Services We work with our clients' and their attorney's to provide extensive estate planning models as needed. Various trust vehicles, charitable and individual gifting plans and other structures are incorporated, per our client's desires, in a tax efficient manner. To benefit our clients, we will utilize our professional relationships with respected professionals in other professional services such as legal counsel, trust development, investment and financial planning to provide referrals.