Services

Accounting & Auditing Services

• Audit, review and compilation of historical financial statements
  
  
• Perform agreed upon procedures and prepare report thereon
  
  
• Report on and provide assistance regarding forecasted and projected financial statements
  
  
• Report on and provide assistance in the preparation of personal financial statements
  
  
• Assist with loan applications, business recapitalizations, business succession planning, buy/sell agreements and business valuation services
  
  
  
  

Tax and Related Services:

• Financial and estate planning, tax planning and return preparation
  
  
• Financial statement preparation
  
  
• Timely and accurate tax preparation for corporate, partnership, individual, trust and estate tax returns
  
  
• Tax forecasting
  
  
• Assistance with complex tax issues
  
  
• State and local tax guidance including sales tax, multi-state apportionment, corporate and individual
  
  
• Estate and trust administration including probate court and required filings
  
  
• Assistance in tax audits, including representation before taxing authorities
  
  
• Tax aspects of divorce
  
  
• Payroll tax compliance and assistance
  
  
• Gift tax assistance including projections and compliance
  
  
  

Other Business Services:

• Form of business selection process
  
  
• New business start-up and registration process
  
  
• Assistance in buying or selling a business
  
  
• Business acquisitions and dispositions
  
  
• Cash flow analysis
  
  
• Budgeting and planning
  
  
• Break even analysis
  
  
• Capital expenditure analysis
  
  
• Assistance with financial employee recruitment
  
  
• Lease/purchase analysis
  
  
• Litigation support
  
  
• Assistance with selection and establishment of retirement and deferred compensation plans
  
  
• Monthly accounting services including data entry and bank reconciliations