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Client Services

Our goal is to partner with our clients by providing value-added services that are specific to their needs.  This list is a brief summary of the services that we make available.   By providing individualized services, we can structure a plan that allows us to be as hands-on as the client would like us to be.  

  • Audit
  • Bookkeeping and Write-Up
  • Business Consulting
  • Business Plan Development & Entity Selection
  • Cash Flow and Cash Management
  • Compilations
  • Employment Benefit Plan Audits
  • Estate & Trust Tax Preparation and Planning
  • Forecasts and Projections
  • Financial Statements
  • Historic Tax Credit Advisory Services
  • Internal Control Review
  • IRS Representation
  • Management Advisory Services
  • New Business Start-Up Assistance
  • Non-Profit  Audits, Tax Preparation, and Consultation
  • Payroll Services
  • Peer Review
  • Reviews and Compilations
  • Sales Tax Reports and Filings
  • Tax Planning and Preparation
    • Individuals
    • Corporations
    • Partnerships
    • Estates, Trusts, Gift
    • Non-Profits