Our Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Estate, Gift and Trust Tax Return Preparation
Not only do we provide traditional tax preparation, our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, increase the bottom line, and buy or sell a business.

Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Accounting Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, suitable for distributing to banks, investors, or other third parties, while also providing you with a useful management tool by which to direct the success of your business.

In preparing your financial statements we often notice problem areas in your accounting system, internal controls, and procedures where we may recommend improvements to increase your operating efficiency.

Financial Forecast and Projections
We can also provide complete financial and business forecasting services, including proforma projections. We will customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.