Our firm offers a wide range of services to our individual and business clients. We are able to offer our clients personalized quality service and have listed some of the services that we offer to our clients along with a brief description.

The list below is not all-inclusive and please feel free to inquire about a service if you do not see it listed:

Tax Services

• Preparation of Tax Returns
• Estate, Gift & Trust Tax Planning
• Business Entity Selection Consulting
• Equity & Deferred Compensation Consulting
• Representation Before the Internal Revenue Service
• Determination of Tax Effects of Particular Transactions
• Multi-State Tax Planning & Compliance
• International Tax Planning & Compliance

Accounting & Assurance

• Compilations
• Review Engagements
• Audits
• Agreed-Upon Procedures

Advisory Services

• Strategic Business Planning
• Business Succession & Transition Planning
• Business Plan Development
• Mergers & Acquisitions
• Projections

 Client Accounting Services

• Bookkeeping
• Payroll & Sales Taxes
• Monthly & Quarterly Reporting