Tax Planning
Federal, state, and local tax law change often, but we're on top of it. We constantly monitor the latest tax law changes to ensure that your current and future tax liabilities are minimized. In addition, we can help you avoid costly interest charges and penalties by implementing a due-date tax monitoring system, customized just for you.

We're in business to make sure that your business runs better. We know that you want your company to be an efficient, organized, money-making machine. That's why we encourage you to take advantage of our consultation services. You want your business to be profitable. So do we.

Financial Forecast and Projections
Businesses that can see what's coming up around the corner have a distinct advantage. They are able to make smarter decisions. They can adjust quickly to shifting trends. Ever wonder how they do it? They take advantage of the complete financial and business forecasting services we offer, including proforma projections. Want to know what's on the horizon for your business? We can tell you.

Compilation, Review, and Audit
Some people call us "number crunchers." We take it as a compliment. We enjoy working with clients on a full range of compilation, review and audit services. We can take your financial records and compile them into meaningful GAAP-compliant financial statements. We can conduct limited-scope review testing, and can can deliver a complete audit attestation. We crunch the numbers so you can make more informed decisions about the direction of your business.

Payroll Services
Time is money. If you spend all of yours stressing over payroll responsibilities, how can you devote any quality time to your customers? In short, you can't. We offer complete payroll preparation and payroll tax reporting services. We can prepare all federal and state returns and can file everything electronically. Free up your time to concentrate on what's most important - your customers.

Investment Review
Make your money work for you. That's good advice, but maximizing the return on your investments can be tricky. We can help by performing a custom portfolio analysis and review the risks and returns of specific investments, including stocks, bonds, mutual funds, REITs, and limited partnerships. We'll make sure that your money is always working - nights, weekends, and holidays.

Financial Statements
They say that knowledge is power. If that's true, then clients who take advantage of our financial services are juggernauts. That's because our GAAP-compliant financial statements and tailor-made financial analyses help business owners and managers gain the knowledge they need to realize their company's full profit potential.

IRS and State/Local Representation
If the IRS comes knocking on your door with questions about your tax return, don't worry. We'll go to bat for you. We're up to date on all current tax laws and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Mergers and Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Estate Planning
It's important to make sure that your loved ones are taken care of. The last thing you want is for your heirs to go through the emotional distress that can be caused by estate tax levies. Why not let us help by assisting you with your estate planning? We can help to minimize your estate tax liability. We can also provide expert preparation of state and federal estate, gift, and trust tax returns.

Management Advisory Services
Is the saying true, "There's room for improvement?" We think so. All businesses can benefit from a little self-evaluation once and a while, so we offer complete management advisory services. We sit down with you to discuss all aspects of your business to find out what's working and what can be improved. Employee benefit plan restructuring, cost controls, systems implementation & management are just a few of the things we can do for your business

Tax Services and Preparation
It's April 14th, 11:57PM and you're still up, buried in receipts, struggling with the tax software you bought at the local office supply store. It's at that moment that you realize the value of a knowledgable CPA. We provide convenience and peace of mind through a full range of tax planning and compliance services. We prepare all federal, state, and local tax returns for individuals and businesses. We'll work with you year-round, if necessary, to minimize your total tax burden. So, you can return that tax software, if you want to. We know you saved the receipt.

Meticulous. Precise. Exact. Good words to describe our bookeeping services. We offer general ledger and journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables & payables tracking and analysis. You've heard the saying, "It's all in the details?" Well, we love the details. So, consider your t's crossed and i's dotted.

Attest Services
When it comes to your health and the health of your family, you want to be thorough. Often, you may want to get a second opinion. For banks and other financial institutions, we can be that second opinion. We provide limited and full scope attest services. We can determine whether a limited review or full scope audit is necessary, and we will work in accordance with your mandatory reporting deadlines.

Cash Flow & Budgeting Analysis
It takes money to make money. However, making purchasing decisions for your business can be difficult. How do you know when it's the right time to invest in a new business asset? Can your budget handle the extra expense? We can minimize cost overruns, lost purchase discounts and uncollectable receivables by analyzing your cash flow and budgetary needs.

Retirement Planning
Security. It's a wonderful feeling. We all want the confidence that comes with the knowledge that everything is going to be okay. If you want to secure your financial future, then it's time to start planning. We can analyze your projected income and expenses and suggest investment funding techniques to help you prepare for retirement. After all, they're called "The Golden Years" for a reason.