Our firm

has the resources, experience, and depth of knowledge to offer

the following services to both individuals and businesses. We

can deliver the services you need in a professional, fast, and

cost-efficient manner.



Our Firm offers a complete range of accounting services,

including receivables, payables, and payroll management. We

prepare financial statements for use by management, banks,

investors, and other third parties.

Preparation, Compilation,

Review, and Audit Services

Our firm provides professional compilation, review, and audit

services to businesses of all sizes. We can quickly compile

your financial records into meaningful GAAP-compliant financial

statements, offer limited-scope review testing, and can deliver

complete audit attestation.


Our firm provides full-charge bookkeeping services, including

general journal and subsidiary ledger maintenance, bank

statement reconciliation, and receivables and payables tracking

and analysis.



Our firm offers tailor-made forensic accounting services as

well as expert testimony. We are often consulted during

matrimonial disputes and partnership dissolutions to provide

business valuation services and uncover malfeasance and

financial irregularities.



Our firm prepares professional, GAAP, tax basis, or cash basis financial

statements as well as tailor-made financial analyses that can

help business owners and managers eliminate inefficiency and

realize a businesss full profit potential.


Forecast and Projections

Our firm provides complete financial and business forecasting

services, including proforma projections. We will also

customize - What If - planning scenarios to help management

foresee and plan for unexpected business


Cash Flow

& Budgeting Analysis

Our firm offers cash flow and budgeting analyses that

can help you minimize cost overruns, lost purchase discounts,

and uncollectable receivables. Many of our clients state that

these value-added services are indispensable.



Our firm offers a full range of tax planning and compliance

services. We will work with you year-round if necessary in

order to minimize your total tax burden.



Our firm continuously monitors federal, state, and local tax

law changes to allow its clients to minimize current and future

tax liabilities. If necessary, we can implement tailor-made

due-date tax compliance monitoring systems to prevent costly

interest and penalty assessments attributable to late filing.



Our firm offers professional preparation of all federal, state,

and local tax returns at competitive, affordable


IRS and

State/Local Representation

Our firm knows the tax laws, and we know how your tax return

was prepared. We can provide complete representation services

before the IRS as well as state and local taxing authorities.

We are also experienced in negotiating Offers in Compromise

with the IRS.



Our firm offers complete payroll preparation and payroll tax

reporting services. We prepare all federal and state returns

and offer full magnetic media and electronic filing



Tax Services

Our firm prepares all sales tax filings and offers full sales

tax audit representation.


Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state

estate, gift, and trust tax returns.



We are available to consult on a variety of financially related

projects. If you need professional scrutiny in preparing

operating budgets and analyzing current financial information,

we can help. We are able to assess, design and implement

accounting controls and systems. We provide professional

litigation support to the legal profession. We are also

particularly qualified to provide financial support in due

diligence procedures for proposed mergers and acquisitions.


Software Selection & Implementation

We have knowledge of a variety of accounting software packages

and can help you choose the one that is right for your



Succession Planning

Stop wondering if and how your business will continue without

you there. As experts in business succession planning, our firm

can suggest many courses of action to provide assurance that

your business will enjoy a smooth continuance and that your

heirs and business associates will be well



Prevention & Detection

Nobody likes to think about being robbed by an employee, but it

can happen. Our firm has the knowledge to protect your assets

from employee theft and can implement and systems to detect and

deter fraudulent activity.



Our firm offers estate planning services so you can minimize

both federal and state estate tax liabilities. We will endeavor

to protect your heirs from the unneeded emotional devastation

that can be caused by estate tax levies.



As part of our special commitment to providing you with needed

information, our comprehensive personal financial planning

service is designed to help you define and reach your financial

goals, while reducing the impact of inflation and taxes on your

assets and cash flow. These services are intended to produce

tangible economic benefits through: increased investment

earnings, an improved mix and utilization of assets, tax

savings and deferral, lessened risk exposure, and enhanced

money management techniques. Our complete services for

comprehensive personal financial planning include the


We review and analyze financial information furnished to us in

order to evaluate your current financial circumstances. Our

analysis includes current investments, retirement planning,

insurance coverage, estate dispositions, fringe benefits, and

money management.

Based on our review, we prepare, in writing, an analysis of

your current financial situation along with specific

preliminary recommendations that address any existing or

potential financial problems noted during the review.

Procedural techniques and general investment strategies are

recommended in accordance with your individual circumstances.

Where appropriate, we include financial illustrations and

projections for greater understanding of the potential outcome

of financial alternatives. We meet with you to present a

preliminary draft copy and discuss our analysis, so that you

will have the opportunity to concur



It is never too early to start planning for retirement. If you

want to live the same lifestyle--or an even better one--than

you do now, you need to start planning for retirement...NOW. We

can analyze your projected income and expenses and suggest

investment funding techniques to help you make sure that your

golden years 10, 20, and even 50 years from now live up to your



Advisory Services

Our firm offers complete management advisory services,

including systems implementation and management, cost controls,

employee benefit plan restructuring, and much more.



Our firm will perform a custom portfolio analysis and review

the risks and returns of specific investments including stocks,

bonds, REITs, and limited partnerships. We will also determine

an optimal asset allocation for you by taking your unique

personal and financial goals and resources into


Debt &

Financial Services

We offer complete debt and financial counseling services,

including installment debt consolidation, refinancing, and



& Acquisitions

Our firm are experienced Mergers and Acquisitions counselors

that can help you perform all requisite financial analysis and

due diligence. We will help guide you through alternative

financing, financial disclosure, non-compete agreements and a

myriad of other M & A considerations.


Witness Services

Our firm offers expert witness testimony in the areas of

business valuation, accounting malpractice and other matters

requiring forensic accounting expertise.



We can provide a full range of assistance for you and your

legal counsel.


Financial Officer Services

An important aspect of our services is providing part-time or

interim chief financial officer services to small, but growing,

businesses that do not need someone full-time or cannot afford

someone full-time.

We provide this service by bringing a level of financial

expertise previously not a part of the management team and

thereby allowing other senior management to focus on what they

may do best. Often, accounting and financial personnel are

already on staff, but need serious experienced management.

Typical accomplishments vary by company size. They include

assessing, designing, implementing, and managing the necessary

internal controls and procedures that result in accurate

financial information. Closely aligned to the control

implementation is the installation of the appropriate level of

accounting systems that result in your financial personnel

accurately recording transactions on a timely basis. Providing

management oversight to the internal and external financial

reporting and interaction with other professional advisors to

the company - auditors and attorneys, as well as, investors and

lenders, and outside analysts brings a new level of confidence

that the financial aspects of the business are under control.

We typically are also involved in strategic financial

management through budget, projections and business plan

preparation. We help manage the capital formation and raising

which allows other management to focus on operations, thus

broadening the skills