Certified Public Accountants

Client Services

Our firm offers a wide range of services to our individual and business clients. Our firm believes in building relationships and our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed 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.


Tax Services


Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts & gift
    • Not-for-profit organizations

  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

    Accounting Services


    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 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

      Consulting Services


      Consulting Services

      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. The following is just a few of the areas in which we provide consulting services:

      • Accounting software selection and implementation
      • Type of entity selection
      • Business valuations
      • Buying/selling a business
      • Computer systems
      • Financial & retirement decisions
      • Estate, trust & gift planning

        Miscellaneous


        Cost Segregation Services

        Providing value added service to our clients is important to us. That is why we now offer cost segregation services, in which we can show you how to increase cash flow by accelerated depreciation deductions for all types of real estate. Prior to commencing the study we will provide you with an estimate of the savings you can expect and provide you with a thorough understanding of the process. These studies are typically extremely beneficial for anyone who has recently:

        • Acquired a building
        • Constructed a building
        • Owned a building for several years and not conducted a study
        • Estate transfers

          Other Services


          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.

          • Mergers & acquisitions
          • Asset protection
          • Investment review
          • Bankruptcies
          • Litigation support
          • Cash flow forecasting
          • Employee benefit plans
          • Expert witness services
          • Internet commerce