Tax Planning & Compliance:

Tax laws & regulations are ever-changing and tax planning has become necessary for most taxpayers.  In addition to changes in the law, our services take into account financial events in your life and at your company. These are events that may affect your current and future tax positions.

Our tax planning & compliance services include Business and Personal, Non-Profit, Trusts, Gifts and Estates, and IRS & Other Taxing Authority Audits.

Our tax solutions build upon 79 years of experience helping clients achieve their goals while honoring the tax code and discovering opportunities for financial growth.

Accounting & Bookkeeping Optimization:

Accounting services include various types of financial statements: Audits, Reviews, Compilations, as well as Agreed-Upon procedures. In addition to providing compliance with banking & other debt-related covenants, accurate financial statements are a vital component in assessing the financial health of your organization and should provide insight into making sound financial decisions.

Bookkeeping is the foundation of all financial statements, and its importance is often overlooked. Our bookkeeping services include Clean-up, Set-up, Training, After-the-fact bookkeeping, as well as many related & customized options.

Management Consulting & CFO on Demand:

As a strategic resource, we can provide the insight you need to manage and achieve your organizational goals: whether it’s choosing the appropriate type of entity, managing & coordinating tax & estate planning for multiple entities, succession planning for management & ownership, preparing for a merger or acquisition, or determining the best type of retirement plan, as well as third party administration of your employee benefit plans.

In addition, our CFO on Demand services provide a flexible solution, customized to fit your needs. CFO on Demand is different than a fractional or part-time CFO – it’s not providing you with staff – it’s focused on solving the problems that keep you awake at night. We begin by understanding your systems and processes. Then, we design a plan with you to address your concerns. Whether it’s a lack of internal controls, assistance with creating a viable budget to help manage your cash flow or creating a dashboard to gather and interpret data, we can help you look beyond the day-to-day to focus on the future.

Whether you are a non-profit, family or closely held business, start-up, government or public authority, we can help provide you with peace of mind with financial information you can trust. From there, the opportunities are endless.

Education, Training & Other Services:

Education & Training

We provide comprehensive services to address a range of client needs, from routine bookkeeping to tax preparation, creation and registration of new business entities, design of internal controls and reporting procedures, litigation support, asset management/risk minimization, auditing to identify fraud/malfeasance, and a full suite of consulting services for individual wealth management, business development, business acquisitions, asset transfers and executorships.

We are equally comfortable educating clients about various tax & estate planning options, as we are helping to integrate new applications with their bookkeeping software.

Other Services

We perform forensic accounting procedures, reconstruct transactions and provide other types of
litigation support, including expert witness testimony. We perform fraud examinations and
uncover hidden assets. On the flip side, we set up or enhance internal control systems to
prevent potential fraud and misappropriation of assets.

Our goal is to provide solutions in the most efficient and cost-effective manner.  Sometimes the best solution is to train our clients or their staff to perform certain routine functions, so we can focus on big picture strategies.