Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer.

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.

(Click Service Title For Details)

  		• Accounting Services
  		• Business Consulting
  		• Tax Services
  		• Estate Planning
  		• International Taxation
  		• Employee Benefit Plans
  		• Management Advisory Services
  		• Pension & Profit Sharing Plans
  		• Divorce
  		• Human Resources
  		• Other Services   
    Accounting Services
    • Audit Services
    • Reviews
    • Compilations
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    Business Consulting
    • Strategic planning
    • Capital needs analysis
    • Bank financing
    • Computer modeling
    • Trend analysis
    • Ratio analysis
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    Tax Services
    • Multi-state taxation (50 states)
    • Annual tax planning
    • Business sale tax planning and minimization
    • Individual
    • C and Sub S corporations
    • Partnership
    • Limited Liability Corporations
    • Multi-state and nexus risk analysis
    • Sales and use tax planning
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    Estate Planning
    • Estate of gift tax returns
    • Irrevocable life insurance trusts
    • Marital and credit shelter trust planning
    • Buy-sell agreements
    • Life insurance planning
    • Trust management
    • Charitable remainder trust calculations and tax return preparation
    • Family business transition planning
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    International Taxation
    • Canada/US tax problem resolution
    • US tax reporting of foreign based sales
    • Foreign companies operating in the US
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    Employee Benefit Plans
    • Cafeteria plans
    • Dependent care assistance
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    Management Advisory Services
    • Inventory management
    • Internal controls
    • Structuring accounting departments
    • Coping with rapid growth
    • Receivable collection procedures
    • Management information design and implementation
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    Pension & Profit Sharing Plans
    • Pension plan audit services
    • Assistance in pension plan selection
    • Deferred compensation planning
    • Pension plan distribution planning
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    Divorce
    • Divorce tax planning
    • Residence sale analysis
    • QDRO planning
    • Business valuation
    • Child support calculation
    • Pre- & Post-separation cash flow analysis
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    Human Resources
    • Bookkeeping training
    • Personnel search
    • Controller/bookkeeper annual review and goal setting
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    Other Services
    • Disability insurance evaluation
    • Business valuation
    • Litigation support
    • Damage calculation and assessment
    • Expert witness
    • Special Procedures and forensic auditing
    • Peachtree©, Quickbooks© support
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