We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

  		• Tax Management Services
  		• Accounting Services
  		• Assurance and Advisory Services
  		• Reviews and Compilation
  		• Estate and Trust Planning and Tax Preparation
  		• Financial and Retirement Planning
  		• IRS Representation
  		• Entity Selection and Restructuring
  		• Employee Benefits, Pension, and Profit-Sharing Plans
  		• Cash Flow and Budgeting Analysis
  		• Financial Projections and Forecasts
  		• Debt and Finance Advising



    Tax Management Services
    We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

    Accounting Services
    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

    These services include but are not limited to:
    - General ledger and financial statement preparation
    - Accounting system setup and support
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation

    Assurance and Advisory Services
    We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

    These services include but are not limited to:
    - Reviews and compilations
    - Entity selection and restructuring
    - Financial projections and forecasts
    - Debt and finances advising
    - Transaction structuring and negotiations
    - Business succession

    Reviews and Compilation
    Our financial statement services comprise two levels of assurance depending on your company’s needs.
    - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
    - Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

    Estate and Trust Planning and Tax Preparation
    Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

    Financial and Retirement Planning
    Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

    IRS Representation
    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

    Entity Selection and Restructuring
    Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.

    Employee Benefits, Pension, and Profit-Sharing Plans
    Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

    Cash Flow and Budgeting Analysis
    Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

    Financial Projections and Forecasts
    No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.

    Debt and Finance Advising
    Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.








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