We are a boutique firm, specializing in specific types of services for individuals and for family owned business entities. By specializing in what we do well, doing it efficiently and economically with updated technology, our services allow clients to maintain financial equilibrium throughout a lifetime of managing financial affairs. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
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Tax Management Services |
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Accounting Services |
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Assurance and Advisory Services |
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Audits, Reviews, and Compilation |
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Accountant’s Review and Compilation |
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Estate and Trust Planning and Tax Preparation |
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Financial and Retirement Planning |
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Litigation Support and Forensic Accounting |
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IRS Representation |
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Bookkeeping/Write-up |
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Entity Selection and Restructuring |
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Accounting Software Selection, Implementation, and Support |
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Payroll Services |
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Employee Benefits, Pension, and Profit-Sharing Plans |
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Cash Flow and Budgeting Analysis |
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Financial Projections and Forecasts |
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Business Valuation |
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Debt and Finance Advising |
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International Taxation |
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Tax Management Services |
| Whether you need basic tax preparation or an extremely complex set of returns, we will personally prepare your returns, and also guide you as needed through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and careful research can provide financial opportunities to be found in existing as well as recently altered tax laws. |
| Request information about Tax Management Services |
Accounting Services |
From start-ups to established enterprises, family owned businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Corporate tax planning and return preparation
- Litigation support in the form of research or testimony |
| Request information about Accounting Services |
Assurance and Advisory Services |
We focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
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| Request information about Assurance and Advisory Services |
Audits, Reviews, and Compilation |
Our practice is based upon close, long term client relationships that add long-term value. This includes assuring the integrity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
These services include but are not limited to:
- Financial statement reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and finances advising
- Transaction structuring and negotiations
- Business succession |
| Request information about Audits, Reviews, and Compilation |
Accountant’s Review and Compilation |
Our financial statement services attend to two basic levels of assurance depending on your company’s needs. These services meet the needs of most family owned enterprises.
- An Accountant’s Review Report provides limited assurance to outside interests and involves inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
- An Accountant’s Compilation report is by far the most commonly requested service for internal purposes and is based upon information provided by a company’s management. This report does not offer assurance but may involve some adjustment to accounting records.
In the event a full service audit examination of your financial records is needed we will refer you to a competent service, and provide audit support for your examination. Having a boutique specialist monitor the progress of your audit can result in significant overall cost reductions. |
| Request information about Accountant’s Review and Compilation |
Estate and Trust Planning and Tax Preparation |
| Effective estate and trust planning can ensure financial security for family members, and also offer peace of mind for those concerned with the natural progression of generations. For businesses, it can maintain a smooth succession of ownership. Our expertise can be of great value in navigating the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. |
| Request information about Estate and Trust Planning and Tax Preparation |
Financial and Retirement Planning |
| Life involves transitions. When financial matters are important in preparing for retirement or a change in life style, a financial professional can be useful in reaching your financial goals and maintaining financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. |
| Request information about Financial and Retirement Planning |
Litigation Support and Forensic Accounting |
| Civil lawsuits have become ever more common. Attorney services are often not sufficient to provide a proper defense or effort for asset recovery. A financial professional can be of great value in researching financial records, determining a strategy for defense, or tactics for asset recovery as the situation merits. We have experience in this area, and our services are often far more economical than those provided directly by attorneys. |
| Request information about Litigation Support and Forensic Accounting |
IRS Representation |
| Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. For a modest fee, we can turn a nightmare into a modest headache. |
| Request information about IRS Representation |
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. |
| Request information about Bookkeeping/Write-up |
Entity Selection and Restructuring |
| Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. |
| Request information about Entity Selection and Restructuring |
Accounting Software Selection, Implementation, and Support |
| Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes. |
| Request information about Accounting Software Selection, Implementation, and Support |
Payroll Services |
| Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. |
| Request information about Payroll Services |
Employee Benefits, Pension, and Profit-Sharing Plans |
| Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages. |
| Request information about Employee Benefits, Pension, and Profit-Sharing Plans |
Cash Flow and Budgeting Analysis |
| Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. |
| Request information about Cash Flow and Budgeting Analysis |
Financial Projections and Forecasts |
| No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models. |
| Request information about Financial Projections and Forecasts |
Business Valuation |
| Business valuation is often best performed by a trained and documented specialist. In such cases we can assist you by referral to competent service providers. In more limited matters, our services can serve to estimate or appraise the value of your property. |
| Request information about Business Valuation |
Debt and Finance Advising |
| Debt financing can be a frustrating for those entering the market early in a business career. Our services can help you proceed logically through a business or personal financial plan, loan applications, and meetings with bankers and other lending professionals. |
| Request information about Debt and Finance Advising |
International Taxation |
| Whether you’re a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., we can help you plot a course through cross-border taxation issues. |
| Request information about International Taxation |
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