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FINANCIAL REPORTING SERVICES
We offer the following services outlined by the accounting profession:

  • Compilation of financial statements
  • Review of financial statements, using required inquiry and analytical procedures

 

MANAGEMENT AND FINANCIAL CONSULTING
We specialize in business-related services which help you to identify management and financial problems and define and implement their solutions:

  • Accounting systems design and implementation
  • Budgeting and cash flow analysis and control
  • Break-even analysis
  • Asset acquisition financing
  • Internal control systems

 

TAX AND TAX-RELATED SERVICES
We keep abreast of the changing tax laws and regulations through a national network of information resources. Our tax and tax-related services include:

Return Preparation

  • Individual
  • Partnership (including LLC entities)
  • Corporate ("C" corporations and "S" corporations)
  • Fiduciary (trusts and estates)
  • Gift

Tax Planning and Consulting

  • Entity selection
  • Purchase or sale of a business
  • Section 1031 transactions (tax-free exchanges)
  • Retirement plan options
  • Business succession planning
  • Estate planning

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