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