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Services

Our firm offers a wide range of services to our individual and business clients. Because our firm's size, our clients benefit by getting personalized and quality service that is beyond comparison.

Tax

  • Tax preparation for corporate, partnership, shareholders and individuals.
  • Comprehensive and proactive tax planning throughout the year.
  • Tax consulting for both Federal and State agencies.
  • Estate tax preparation and planning, gift tax returns and trust returns.
  • Succession planning.
  • International issues including effects of transactions involving domestic operating groups (capital infusions, reorganizations, acquisitions, etc.), domestic group earnings and profit studies, state tax minimization strategies and assistance with implementing streamlined monthly tax provisioning system for government and internal reporting purposes.

Audit and Assurance

  • Audits.
  • Reviewed financial statements.
  • Compiled financial statements and interim statements.
  • Personal financial statements.
  • Special reporting.
  • Forecasts and projections.

Management Advisory Services

  • Assistance with merger/acquisitions strategies, computation of fair value (business valuation), assistance with financial structuring, price allocations among assets for tax favored treatment and return on investment analysis.
  • Assistance with profitability monitoring and comparison to industry standard operating data. (A sounding board for management when making major decisions and day-to-day matters)
  • Financial forecasts and projections for business acquisitions and major additions of facilities and equipment. (Detailed impact of decisions on balance sheet, current earnings and cash flows. Formal presentation of statements)
  • Accounting software and system assistance.
  • Profit center, department and franchise area reporting.
  • Assist with developing long-term objectives and specific strategies to facilitate future growth and success. Areas include: entity selection, succession planning, business positioning for future sale, retirement and estate planning and overall financial planning.

Additional Services

  • Litigation Support.
  • Write-Up and Bookkeeping Services.
  • Payroll Reporting.
  • Sales and Use Tax Returns.
  • Business Property Tax Returns.