Services

In order to provide services in an efficient manner, we emphasize continual communication throughout all engagements. Our objective is to complete your work on a timely basis in the most cost-effcient manner we can.

We have the resources to provide a full range of tax and accounting related services, including:

  • Using state-of-the-art systems that ensure the utmost accuracy, security, and efficiency
  • Consulting with respect to accounting methods
  • Compilation, review and audit of financial statements
  • Agreed-upon procedures and other services
  • Development of accounting systems specific to your needs
  • Evaluation and installation assistance with various software packages in a variety of operation systems
  • Financial projections and assistance with financing proposals
  • Litigation support services
  • Strategic and tactical wealth planning
  • Management advisory services
  • Preparation of Federal and state income, estate and information returns
  • Estate and gift planning to minimize transfer tax
  • Transaction timing to minimize income tax considerations
  • Analyzing the tax effect of accounting method changes
  • The calculation of net operating losses and their utilization
  • Evaluation of compensation issues in closely held entities
  • Evaluation of deferred compensation arrangements