Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
• Business Valuation • Asset Tracing and Analysis • Expert Testimony
Audit & Accounting Services
• Audit, review and compilation of financial statements • Evaluation of internal controls • Agreed Upon Procedures
Business & Financial Consulting
• Management Consulting • Budgeting, forecasting, and cash flows • Systems Analysis • Financing
Tax Planning & Management
• Tax return preparation for individuals, partnerships, S corporations, LLCs, LLPs, trusts, and tax exempt organizations • Tax consultation and planning • Representation at tax audits