Accurate and timely accounting information is a necessity for any successful business. We can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Financial Planning Services
- Tax Planning and Return Preparation Services
- Auditing Services
- Payroll Services
- Business Valuation Services
- Accounting Services
- Other Services

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:


  • Comprehensive Financial Planning
  • Estate Planning
  • Retirement Planning
  • Insurance Planning
  • Credit Improvement
  • Asset Protection
  • College Planning
  • Elder Care

  • Tax Planning and Return Preparation Services

    Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
    Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

    Our tax services include:

  • Individual Tax Planning
  • Business Tax Planning
  • Tax Preparation
  • IRS Representation
  • Auditing Services

    Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

    Payroll Services

    In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

    Business Valuation Services

    Estate and Gift Taxes, ESOPs, mergers and acquisitions, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.

    Accounting Services 
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General Accounting
  • Bookkeeping
  • Payroll Services
  • Audits
  • Reviews and/or Compilations
  • Financial Statements
  • Financial Projections
  • Cash Flow and Budgeting Analysis

    Other Services

  •  Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.


  • Management Advisory Services
  • Financing Services
  • Fraud Prevention and Detection
  • Employee Benefits and Pension Plans
  • Business Valuations
  • Business Sales And Purchases
  • Mergers And Acquisitions
  • Computer Consulting
  • Accounting Software Consulting
  • Forensic Accounting
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