Enter the Client Center
Our firm offers a wide range of services to our individual and business clients, all delivered with the "hands on" partner involvement that our clients value so highly. We have listed below the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Audits, Reviews and Compilations
  • Tax Planning & Preparation
  • Accounting Services
  • Management Advisory Services
  • Employee Benefit Plans
  • IRS Representation
  • Forensic Accounting
  • Litigation Support
  • Business Consulting
  • Computer Consulting
  • Estate Planning
  • Retirement Planning
  • Accounting Software Selection & Implementation
  • Financial Forecasts & Projections
  • GASB 45 Calculations
  • Business Valuations

    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    *Audit- an intensive examination with the highest level of assurance

    *Review - analytical procedures conducted with limited assurance

    *Compilation - preparation of financial statements based upon client information provided.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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 ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Employee Benefit Plans
    The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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    IRS Representation
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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    Forensic Accounting
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    Litigation Support
    Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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    Computer Consulting
    Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

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    Estate Planning
    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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    Accounting Software Selection & Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Financial Forecasts & Projections
    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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    GASB 45 Calculations
    Calculation of other post employment benefit plan actuarilly accrued liability using the alternative measurment method permitted by GASB 45. Our report includes an example footnote containing your data that can be inserted into your audit report. Our fees for this service are $25 per plan participant with a minumum fee of $500.

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    Business Valuations
    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. Our on-staff Certified Valuation Analyst (CVA) can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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