Services

Accounting

  • Monthly and Quarterly Bookkeeping
  • Invoicing and Bill Paying Service
  • Payroll Service
  • Accounting System Evaluation

Financial Statements

  • Compilation, Review and Audit of Financial Statements
  • Employee Benefit Plan Audits

Tax

  • Business and Individual Tax Preparation
  • Tax Planning and Projections
  • Liquidations, Mergers, Acquisitions and Reorganizations
  • Estates and Trusts
  • Gift Planning
  • Tax Strategies for High Net Worth Individuals
  • Stock Options for Executive Compensation
  • Succession Planning and Transfers of Business Ownership
  • Representation Before Federal, State, and Local Tax Authorities
  • Sales and Use Tax

Consulting

  • Business Plans
  • Cash Flow Analysis
  • Employee Benefits and Retirement Plans
  • Choice of Business Entity
  • Buy-Sell Agreements
  • Management Reporting