Client Services

Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Audited Financial Statements

An audit is intended to provide your board, creditors or other outside parties with a high level of comfort regarding the accuracy of financial statements. Our team has been providing audit services for over thirty years to both non-profit organizations and small businesses. We understand that an audit can be an intimidating process that is disruptive to daily operations. Our dedicated audit team is committed to providing effective, efficient, and comprehensive audits. We strive to minimize the disruption and maximize service. During the audit our professional team will perform the following:

*Obtain an understanding of your organization including your industry, operations and internal controls

*Perform audit procedures in order to corroborate the amounts and disclosures included in your financial statements

*Provide practical suggestions to improve your operations, processes, and controls.

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Reviewed Financial Statements

A review is intended to provide lenders and other outside parties with limited assurance that the financial statements are free of material misstatements. Reviewed financial statements are often required when your business is growing and demands more and complex financing. During the review process our professional team will perform the following:

*Ask a series of inquiries to gain an understanding of your organization, significant transactions and complex matters

*Use ratio analysis to determine the reasonabless of recorded numbers and assist in uncovering trends

* Offer insights into improvements that can be made to operations and your accounting function.

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Compiled Financial Statements

A compilation is performed when lenders and other outside parties add value to financial statements that are associated with a CPA. Compiled financial statements are often required when seeking smaller amounts of financing or lines of credit. During the compilation process our professional team will perform the following:

*Obtain an understanding of your organization, accounts and transactions

*Request supporting documents as necessary

*Read the financial statements and consider whether they appear appropriate in form and are free of obvious misstatements.

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Our firm provides a full range of cost effective accounting services including the following:

*Assistance with the day-to-day tasks associated with bookkeeping

*Preparation for an independent audit including reconciling accounts, creating schedules and gathering support

*Research of complex accounting matters

*Accounting system setup for new businesses

*Litigation support.

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Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, 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 guide you through the complex process of getting your financial affairs in order.

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International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, 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 guide you through the complex process of getting your financial affairs in order.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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Small Firm. Big Service.