Enter the Client Center

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
(Click Service Title For Details)

  		• Accounting & Auditing
  		• Estate & Trust
  		• Litigation & Valuation
  		• Management Advisory
  		• Tax and Consulting Services   
    Accounting & Auditing
    • Audit, review and compilation services of financial statements
    • Agreed Upon Procedure engagements
    • Preparation of and reporting on personal financial statements
    • Reporting on projections and forecasts
    • Financial information in graph format
    • Fraud investigation
    • Payroll tax services
    • Accounting assistance
    • General consulting on accounting and reporting issues
    • Accounting system setup for new businesses
    • QuickBooks consulting
    • Compensation calculations
    • Controller duties
    • Audit/accounting preparation and consulting
    • Financial statement drafting
    • 401(k) Plans - audit, audit prep and consulting
    Back To Top
    Estate & Trust
    • Estate tax planning and consultation
    • Gift tax planning
    • Charitable gift planning
    • Services to Trustees
    • Fiduciary accounting
    • Tax preparation of Form 706, 709 and 1041
    Back To Top
    Litigation & Valuation
    • Valuation of closely held businesses
    • Divorce actions
    • Damage calculations
    • Calculation of economic loss
    • Expert witness testimony
    • Bankruptcy
    • Business income loss determinations
    • Insurance and surety claims
    • Accounting assistance
    Back To Top
    Management Advisory
    • Business and succession planning
    • Business merger, purchase and sale consulting
    • Buying or selling a business
    • Cash flow projections
    • Cost control methods
    • Expansion planning
    • Personnel search and evaluation
    • General business consultation and planning
    • Financial consulting
    • Consulting on internal controls
    • Debt & Finance consulting
    • Pension and Profit Sharing plans
    • Retirement planning
    Back To Top
    Tax and Consulting Services
    • Tax planning & return preparation
      • Individuals
      • Corporations
      • Partnerships
      • LLC/LLPs
      • Estates, trusts & gift
      • Not-for-profit organizations
    • Taxing authority representations
    • IRS Representation
    • Divorce and support issues
    • Tax effects of buying/selling a business
    • Business Entity selection
    • Consulting on Cost segregation of constructed or acquired assets
    • Retirement and financial consulting
    • Assistance in connection with state and local tax issues
    Back To Top