Services

We provide tax and accounting services for our clients and offer consulting services for special needs.

Please review our areas of specialization below for the services we are most frequently asked to provide:

Management Services

We understand and will provide you with assistance in meeting your management objectives. Your effective business development is enhanced by our analysis and recommendations of accounting and computer systems and controls for your business. In addition, we are experienced in budget forecasting, cost accounting studies, and analysis of any number of accounting and management issues.

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Accounting Services

Whatever your type of business may be, we offer a complete range of accounting services to meet your needs, whether they are on a special one-time or an ongoing basis. These include:

  • Review and compilation of financial statements
  • General accounting
  • Bookkeeping
  • Training for QuickBooks Software
  • Assistance in obtaining financing

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Tax Services

To help minimize your current and future tax costs, we offer innovative assistance in tax planning for you and your business. With our skilled personnel and state-of-the-art equipment and software, we are able to offer federal and state tax planning and preparation services for individuals, corporations, partnerships, estates, trusts and retirement plans, including applicable payroll, sales and franchise or margin taxes.

We work with our clients to establish tax strategies and accounting methods early in our relationship to ensure the most advantageous reduction in taxes.

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Estate and Trust Services

People typically spend their entire working years building up their wealth, but spend less than a few hours planning for its distribution. Each of our partners is trained and has experience in Estate and Trust planning and preparation. We coordinate with our clients, their attorneys and other professionals, to help design Estate and Trust plans that accomplish their goals.

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Litigation Support

We can assist you in arriving at an advantageous settlement of accounting and tax issues and assist in structuring property settlements and support agreements in divorce or other litigation matters.

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Expatriate Taxation

If you work abroad, or are considering doing so, we can help you understand the many complex rules regarding visas and the other requirements to qualify for the exclusion of a certain portion of your overseas earned income from U.S. taxation. We can also prepare your U.S. income tax returns to claim the "exclusion" and any "foreign tax credits".

NEED INFORMATION RIGHT NOW: View the latest Tax and Financial News article in our News and ArticlesOR

VISIT OUR SET OF FINANCIAL CALCULATORS for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.

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