Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. 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.

(Click Service Title For Details)

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare federal and multi-state income/excise tax returns for various types of entities including individuals, corporations, partnerships, trusts and estates.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries. This provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can assist you through the complex process of putting your financial affairs in order.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can assist you in evaluating your company's financial condition and provide you tools to estimate financing requirements, and track cash-flow sources and uses.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you and your legal counsel in evaluating the taxation pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Estate Planning and Consultation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries. This provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of putting your financial affairs in order in conjunction with your legal counsel and financial planner.

Retirement Consulting

Successful implementation and periodic consultation to assist you with financial independence during your working years and through your retirement years.

Accounting Software - Set Up and Consultation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you work with the system that you choose as the right one for you and your business.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Business Consulting & Controller Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can also step in and assist in a transition period if the need arises for controller services.

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