Business & Tax Services

Each client engagement will receive an exceptional level of professional services.

Auditing & Financial

As a full service Firm, we can provide the appropriate level of audit, review or compilation services according to your business or organizational needs as well as meet third-party reporting requirements. Our experience with closely held businesses will support your annual audit, review and attest requirements. We can act as a third-party auditor or as an extension of your organization for oversight and monitoring in accordance with GAAP, employee benefit plans and requirements such as OMB Circular A-133 and uniform guidance.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are a high net worth individual, a multi-tiered partnership, or a multi-state corporation, our experienced team of professionals can develop tax strategies that take advantage of new and ever-changing tax laws and legislation.

Business Consulting

We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth as well as develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We currently service clients in the construction and real estate developer industries, information technology, retail insurance and professional service fields related to legal, architecture and other areas.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce the tax burden due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential through the reduction of estate taxes. We can guide you through the complex process of getting your financial affairs in order. We have teamed up with various attorneys to provide exceptional planning for our clients. Please contact us for a referral; we will be happy set up a complimentary consultation.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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