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SERVICES

The first step in providing client services is to understand your business, your personal finances and your needs. Using our experience in servicing clients in diverse industries from manufacturing to restaurants to real estate to legal professionals to give you the best service possible.

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TAX
 PLANNING & PREPARATION​

  • Individual, Business, Estate and Trust Income Tax Strategies, Planning and Preparation

  • Preparation of Returns of Organization's Exempt from
    Income Tax

  • IRS and State Tax Representation

  • Tax Credits and Incentives Strategies and Planning

ACCOUNTING SERVICES FOR SMALL BUSINESSES

  • Quickbooks Consulting

  • Bookkeeping

  • Sales tax return preparation 

BUSINESS
ADVISORY
SERVICES

  • Business Mergers and Acquisitions

  • Business Succession Planning

  • ​Business Startup Consultation

  • Business Valuations, Forecasts and Projections

  • Operational and Profitability Improvement Consulting 

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