Accounting and Auditing Services

Audit, review and compilation of financial statements Personal financial statements Development of forecasts, projections, and budgets

Computer/accounting software consulting Development of accounting systems Bookkeeping, data processing and clerical services

 Tax Services

Tax return preparation (individuals, corporations, partnerships, estates, trusts, pension, non-profits) Tax planning and research Estate planning

Tax examinations -federal, state and local audits Mergers, acquisitions, and reorganization assistance.

Management Advisory Services

Business problem solving-general business consultation Entity structuring (corporation, partnership, LLC etc.) Mergers and acquisitions Technology development (installation and maintenance of computerized accounting and management systems) Succession planning

Investment assistance and analysis Fixed asset purchases Wealth preservation Retirement plan setup and administration Sources of finance and financing arrangements Buy-lease decisions