Client Services
Our firm offers a wide range of services to our individual, business, trust and estate clients. We have a highly skilled team of professionals who specialize in personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

 


Tax Services

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 multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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.

Accounting Services

Reviews & 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. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

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

Forensic Accounting

We have over 20 years of experience in forensic and investigative accounting. We specialize in reconstructing financial records, interpreting financial statements based on fragmented records, and quantifying losses, including losses from business interruption, inventory and property damage or theft, fidelity claims, contract disputes, and employee dishonesty.

Consulting Services

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.

Business Consulting

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.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Retirement Planning

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

Miscellaneous

Estate & Trust Accounting

We provide accounting services for trustees of trusts and estates.