Our Services

Our firm provides personalized services to individual and a wide variety of closely held businesses, including:

  • Construction and Real Estate
  • Technology
  • Mortgage Lending
  • Professional Services
  • Employee Benefit Plans
  • Manufacturing, Wholesale and Retail
  • Non-Profits

Our partners and professionals possess significant industry knowledge and expertise which allows us to better understand our clients' businesses and the challenges they face. As a result we are able to provide proactive, valuable advice to our clients that are specific to their needs.

We offer our clients a wide range of personalized services, including:

Client Services

Accounting Services, Bookkeeping and Write-Up

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use Tax/Business Property)
  • Personal financial statements
  • Litigation support
Bookkeeping and Write-Up

Clear, well-organized financial records ensure efficient business operations 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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Accounting Software Selection & Implementation

With the number of 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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Asset Protection

An asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships or offshore trusts.

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Audits, Reviews and Compilations

We provide financial reporting on all three levels of assurance:

  • Audit - to provide a high level of assurance about whether the financial statements as a whole are free of material misstatement
  • Review - to provide limited assurance that there are no material modifications that should be made to the financial statements
  • Compilation - to present financial information in the form of financial statements without undertaking to provide any assurance


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Business Planning and Entity Selection

Choosing the form of entity of your business ("S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications. 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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Business Succession Planning

Effective coordination of the transition of your business to your successors will help ensure its continued success when you decide to remove yourself from the company's day to day operations. We are fully qualified to address the complex issues of business continuation and can help you develop a strategically sound plan.

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Buying & Selling a Business

Properly structuring the purchase or sale of a business is critical for financial success. Our competent professionals have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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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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Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. We can assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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Estate Planning

Effective estate 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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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present an opinion to support or oppose evidence submitted to the court. Our level of experience and competence allows us to function as expert witnesses in such cases.

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Financial Forecasts & Projections

Forecasting is a necessity to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Forensic Accounting, Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our skilled professionals are equipped to discover loss or illegal activities. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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International Taxation, Pre-Immigration Tax Planning

We assist our clients in international import/export trades and in-bound and out-bound transactions. We also provide tax planning for foreign individuals immigrating to the United States in an effort to minimize their U.S. taxes and preserve their wealth.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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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 assure our clients they are being properly represented before the various federal and state tax agencies.

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Management Advisory Services and Consulting 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. In addition to strategizing with management, we provide comprehensive, flexible options that address the issues affecting your business.

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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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Pension & Profit Sharing Plans

Qualified retirement plans (defined-contribution or defined-benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Retirement Planning

Successful implementation and periodic review of your financial plan will help ensure financial independence during your working years and through retirement.

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Tax Return Preparation

Our significant investment in cutting edge tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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