Certified Public Accountants & Business Consultants
Offering clients access to a wide range of tax, accounting, auditing and financial services including:
Tax Planning & Preparation - Our tax planning services encompass corporate, partnership, estate, trust and individual taxation needs and include review of compensation and fringe benefit plans; fixed asset acquisition analysis; and tax issues related to choice of legal entity planning.
Management Consulting
Business valuations
Forecasts and projections
Business mergers and acquisitions
Profit improvement and cost containment
Small Business Services - We assist our small business clients with monthly write-up services, payroll tax solutions, preparation of financial statements, W-2, and corporate tax returns. We also provide helpful advise on business start-up procedures.
Accounting and Auditing Services- We can provide client with compiled, reviewed or audited financial statements, as well as agreed upon procedures reports, financial projections and forecasts.
Retirement Planning - We provide our clients with access to full retirement planning services for qualified and non-qualified retirement plans.
Business Succession Planning
Estate & Trust Tax
Estate Planning Strategies
Investment Review
Fixed Annuities
Life Insurance
Disability Insurance
Long-Term Care
