Our firm provides a wide range of services to both business and individual clientele. The following highlights some of the most common services provided and specific areas of experience:

Accounting, Auditing, and Business Services

  • Audits, reviews, and compilations
  • Bookkeeping services (monthly/quarterly/annual)
  • CFO/Controller type services provided to numerous small businesses
  • Extensive accounting and auditing experience in manufacturing, construction, non-profit and retail industries
  • Professional, medical, and technical business entities

Tax Services

  • Individual income tax preparation, tax planning and compliance
  • Business income tax preparation, tax planning and compliance (corporations, partnerships, LLC’s)
  • Representation before the IRS, state, and local taxing authorities
  • Sales tax preparation and compliance
  • Estate, gift, and trust tax return preparation
  • Estate planning for high net-worth individuals
  • Non-profit organizations

New Business/Start-up Companies

  • Business formation and entity selection
  • New business applications and registrations
  • Tax elections and registrations with federal, state and local authorities

Management and Consulting Services

  • Computer assistance, software selection, installation and implementation
  • Business forecasting, planning, cash management and budgeting
  • Business valuations, buy-sell agreements

Areas of Experience

  • Automotive
  • Construction
  • Manufacturing
  • Medical and dental practices
  • Non-profit organizations
  • Professional and technical business entities
  • Real estate
  • Restaurants
  • Retail establishments
  • Service organizations
  • Various other businesses