Services & Specialties

 

FINANCIAL ACCOUNTING AND REPORTING SERVICES
– Commercial Audits
– Retirement Plan Audits
– Compilation & Review Services
– Fiduciary Accounting & Reporting
– Accounting Systems & Procedures
– Bookkeeping Services
TAXATION SERVICES
– Business Tax Preparation
– Individual & Fiduciary Tax Preparation
– Tax Planning & Projections
– Tax Research
– Business Formation
– Entity Consulting
– Representation with Government Agencies
– Divorce Planning
FINANCIAL AND ESTATE PLANNING SERVICES
– Investment & Asset Allocation Services
– Portfolio Analysis & Review
– Estate & Gift Tax Planning
– Retirement & Education Planning
– Charitable Gift Planning
– Insurance Review & Planning
MANAGEMENT ADVISORY SERVICES
– Strategic Planning & Implementation
– Forecasts & Projections
– Financing & Working Capital Requirements
– Due Diligence
– Business Succession Planning
– Benchmarking & Performance Measurement
– Mergers, Acquisitions & Consolidations
– Forensic Accounting & Fraud Investigation
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