Service with a difference

The list of services we offer has been expanding. We always look for new services that will help our clients.

Auditing

• Closely held & family businesses
• Credit Unions
• Not for profit

Accounting

• Reviews and compilations of interim and annual financial statements
• Monthly, quarterly and annual financial statement preparation
• Internet and in-house bookkeeping service
• Cost accounting systems analysis and design
• Accounting systems policy & procedure analysis
• Contractual compliance reviews
• Accounting systems training

Tax Compliance and Preparation

• Individual, corporate, partnership and LLC tax return preparation
• Trust, estate and gift tax return preparation
• Payroll tax return preparation
• Tax audit representation

Tax Planning

• Selection of legal business entity
• Individual and business tax planning
• Estate and gift tax planning
• Ownership succession planning
• Multi-state planning
• Tax reduction strategies

Business Consulting

• Negotiating mergers, acquisitions and dispositions
• Forecasts and projections
• Cash flow budgeting
• Strategic and long range planning
• Cost reduction and profit improvement plans
• Financing assistance
• Loan restructuring analysis
• Ratio and trend analysis
• Lease vs. purchase analysis
• Ownership succession planning
• Internal control evaluations
• Inventory management analysis

Technology Consulting

• Web site design
• Web based business solutions
• Software development
• Information technology needs assessment
• Hardware and software selection
• Software installation and training
• Ongoing software support services
• Accounting systems training

Financial Planning

• Analysis of current financial position
• Creation of specific strategies to help reach objectives
• Cash management and budgeting
• Retirement and financial independence planning
• Education planning
• Estate planning
• Financing consideration
• Financial issues of marriage and divorce

Although every attempt is made to maintain accuracy, we cannot guarantee accuracy of information presented
here. This is general information in nature and you should consult with an accounting professional for your
individual situation.