Our Services

Accounting

We provide assistance and guidance with accounting/bookkeeping and financial statement preparation.  

Tax Planning & Compliance

Our tax-planning and compliance services encompass corporate, partnership, fiduciary and individual taxation needs and include review of compensation and fringe benefit plans, fixed asset acquisition analysis, and choice of legal entity planning. We are well-versed in tax compliance issues and have extensive experience representing clients in IRS and State tax inquiries.

Small Business Services

We assist our small business clients with write-up services, accounting software installation and use, payroll tax reporting, preparation of financial statements, W-2 and 1099 preparation, and business tax returns.

Business Management

For clients with time constraints, we provide business management services including check writing, maintaining banking relationships, investment portfolio oversight, and budgeting.

Management Consulting

We assist clients with business continuation, succession, and buy-sell planning by providing Management Consulting Services, including:

• Business valuations
• Forecasts and projections
• Business mergers and acquisitions

Planning for Retirement and Beyond

We help clients address their financial goals goals for retirement and beyond.  We act as a sounding board to help define your needs.  From that point, we can assist your estate planning lawyers and investment advisors in a manner that will suit your goals and needs.

Additional Services:

We offer a wide range of additional services, including:

• Estate and Trust Tax
• Estate Planning Strategies
• Business Continuation Strategies
• Retirement Planning Strategies