Our Services

The success and growth of your business depends on the knowledge and experience of the professionals you engage. We are always enhancing and expanding the services we offer to meet the ever-changing and growing needs of our clients.  Currently we are offering the following services:

Taxation is a highly specialized and complex area. It includes consulting for income, estate, gift, excise, sales and franchise taxes at federal, state, and local levels, as well as tax preparation and consulting services throughout the year. We offer a full range of tax services and consultation for individual, business, and corporate clients.

Individual Tax Services

• Current/long-range planning
• Retirement planning
• Estate and gift planning

Business/Corporate Tax Services

• Acquisitions/reorganizations
• Key employee income
• Formation/liquidation

Business Valuation

When it’s a question of value – you need expert advice.
The common objective of a business valuation is to arrive at a realistic, appropriate, justifiable opinion of value, yet no two approaches are exactly the same. The method used must be unique to the company and to the purpose of the valuation.

Whatever reason you have for needing a business valuation, we are prepared to assist. Our credentialed professionals have in-depth knowledge of business valuation theory, a broad base of experience and excellent judgment. When you need to know what it’s really worth – the method counts.

Business Valuation Services

• Buy/sell agreements
• Divorce proceedings
• Eminent domain proceedings
• Employee stock ownership plans
• Estate planning issues
• Estate tax liability issues
• Gifting to charitable organizations
• Mergers
• Retirement planning
• Shareholder disputes
• Value enhancement before anticipated sale

Client Accounting

As a full-service accounting firm, our professional consulting services are coupled with state-of-the-art data processing systems specially programmed to meet your specific accounting requirements.

Accounting Services

• General accounting
• Financial reporting
• Statement preparation
• Payroll tax compliance
• Fixed asset/depreciation statements
• Loan amortization schedules
• Budgets and forecasts
• Temporary accounting department staffing
• Custom spreadsheet applications and more

Financial Planning

From year to year, as your accountants, we see the effect of the ever-changing economic environment on your bottom line - sometimes favorable - sometimes problematic. We are familiar with your circumstances: the kind of work you do, the way your income flows, the size of your family, the outside factors that might affect you financially. . . and we have already developed a "personal chemistry".

We have certified financial planner who have the credentials and expertise to offer comprehensive financial planning services that will accomplish the goals that you identify.

Financial Planning Service

• Tax planning
• Cash management and budgeting
• Risk management and insurance
• Funding for children's education
• Structure of family-owned business
• Succession planning
• Retirement, 401(k)
• Estate and investment planning
• Wealth management