Client Services

We offer a wide range of services to both business and individual clients. Our firm believes in providing a very hands on and personalized services to all our clients. Below we have listed some of the basic services that we offer to our clients along with a brief description. This is not an exclusive list of services that we can perform and if there is something not listed please call us to discuss. If we cannot provide the requested service we can certainly refer you to a qualified professional who can.
Business Entity Selection | Consulting Services | Financial Statement Preparation - Reviews and Compilations | Cash Flow & Budgeting Analysis | Debt & Financing Services | Tax Services | Buying & Selling a Business | Business Succession Planning | Estate & Trust Tax Preparation | Tax Planning

Business Entity Selection

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


Consulting Services

We can help your business identify areas that can be improved upon and provide you with solutions that are practical. The following are areas in which we provide consulting services:
• Accounting software selection and implementation

• Financial & retirement decisions

• Estate, trust & gift planning

• Business valuations

Financial Statement Preparation

We provide financial reporting to satisfy the needs of most small businesses.
Reviews - are based upon information provided by clients and require some analytical procedures conducted to provide limited assurances.
Compilations - are based upon information provided by clients so that we may present the information in a proper financial format but do not provide any assurances.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: Individuals | Corporations | Partnerships | LLCs/LLPs | Trusts | Estate & Gift Tax | Not-for-Profit Entities | Representation before all Taxing Authorities.

Cash Flow & Budgeting Analysis

A business needs to know both where it has been and where it is going. In addition to the financial and tax reporting services we provide we can help you in determining your business's cash flow and help you budget for the future.


Debt & Financing Services

Debt management and financing options are critical to any business. Our experience allows us to assist you in securing financing for your personal or business needs.

Buying and Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have been involved in many business buys and sales, on both sides of the transaction, and can provide important prospectives to provide you with the best outcome, both from a business and tax prospective.


Business Succession Planning

Any small family business will eventually need to consider business succession planning. How to pass the business on to the next generation can sometimes be a very daunting task. Our firm is here to advise you on the various methods to accomplish this.

Estate & Trust Tax Preparation

Estate and gift planning facilitates the orderly transfer of assets to the next generations of your family, 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 help you through this complex process both during the planning and implementation processes.

Tax Planning & Preparation

All of the services described above are not done on an after the fact basis. Tax planning is crucial in proper tax preparation and the minimization of taxes. We are available throughout the entire year to answer questions and provide planning advice.