Services

Audits, Reviews, and Compilation

Our financial statement services comprise all three levels of assurance depending on your company’s needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Tax Planning and Preparation

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 also prepares all federal, state and local tax returns for individuals and businesses.

Tax Problem Resolution

Unfiled returns, back taxes, and other IRS issues become less worrisome with us on your side. After assessing your situation and reviewing your options, we’ll work directly with the IRS to find the best solution to your problems.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Consulting Services

QuickBooks can be an enormous help in keeping your financial functions organized. As Certified QuickBooks ProAdvisors, we can get you started by setting up your system and training your staff, and keep things running smoothly by providing on-going support.

Business Valuations

If you’re thinking of selling, or perhaps considering a major expansion, we can provide a professional business valuation so you can proceed with confidence.

New Business Advisor Services

Many people starting a new business have more questions than answers, so they turn to us for assistance. We can help you choose the right entity under which to incorporate, establish a budget, develop cost and profit projections, and more.