Our Services

We provide all types of clients, from small, closely held companies to large multi-national corporations, with audited, reviewed and compiled financial statements, as well as agreed-upon procedure reports, financial projections and forecasts.

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.

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.

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

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

We help clients address their financial, investment and insurance needs by helping them select quality insurance and investment products, including managed investment programs, that correspond to their tolerance for risk and their investment horizon.

Insurance is about managing risk. Risk can be assumed, ignored or transferred to a risk bearer. By asking appropriate questions, we are able to help clients select and implement products and services that can help protect them, their families, and their businesses against the costs associates with disability, long term care, and premature death.

We offer a wide range of additional services, including: