Services

Accounting

  • Accounts Receivable/Accounts Payable
  • Bank Reconciliations
  • Bookkeeping
  • Financial Statements
  • Income Statements

Attest Services

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures

Business Services

  • Business Valuations
  • Compensation and incentive program guidance
  • Controller Services
  • Reorganization and Bankruptcy Matters
  • Strategic Planning
  • Management Consulting
  • Preparation of Business Plans
  • Personal Financial Planning

Employee Benefit Plans

  • Third party administration
  • Audits of pension plans
  • Audits of employee benefit plans

Growing or Established Businesses

  • Accounting software/system migration
  • Buy-sell agreements
  • Sale of a business
  • Succession planning
  • Purchase of New Entities

Litigation Support

  • Business Valuations
  • Estate Tax Form Preparation
  • Estate Tax Calculations
  • Reorganization and Bankruptcy Matters

Nonprofits

  • Application for Nonprofit Status
  • Audits
  • Reviews
  • Tax return and Special Forms Preparation

Startup Businesses

  • Buying A Business
  • Business Entity Selection
  • Chart of Accounts Set Up
  • Merging Businesses
  • Payroll Services
  • QuickBooks Installation and Training

Tax

  • Individuals
  • Corporations
  • IRS and State Representation

Estate Planning

  • Estate Plans
  • Owner Succession Plans