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
  • Bookkeeping/Write-up
  • Debt and Finance Advising
  • Financial Projections and Forecasts
  • Payroll Services
  • IRS Representation
  • Cash Flow and Budgeting Analysis
  • Entity Selection and Restructuring
  • Accounting Software Selection, Implementation, and Support
  • Computer Consulting



    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
    - Bookkeeping (Monthly, quarterly, or annual)
    - Accounting system setup and support
    - Payroll processing
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation
    - Litigation support

    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:
    - Entity selection and restructuring
    - Accounting software selection, implementation, and support
    - Financial projections and forecasts
    - Debt and finances advising
    - Mergers and acquisitions
    - Transaction structuring and negotiations
    - Business succession

    Bookkeeping/Write-up
    Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

    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.

    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.

    Payroll Services
    Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

    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.

    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.

    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.

    Accounting Software Selection, Implementation, and Support
    Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.

    Computer Consulting
    As technologies advance rapidly, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.


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