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