Main Services Offered

  • Attestation Services
    Audits of financial statements
    Agreed upon procedures
  • Tax Services
    Tax return preparation - including individual, business, fiduciary, estate, inheritance and gift
    Continuous year round planning
    Analysis of tax effects of business decisions
    Consultations on mergers and acquisitions
    Preparations of estate and personal financial plans
    Representation before taxing authorities
    Consultation on pending tax legislation
  • Small Business Services
    Bookkeeping services
    Bookkeeper training
    Loan package preparation assistance
    Direct Deposit Payroll and payroll tax-related services
    Sales tax reporting

  • Quickbooks ProAdvisor Services
    Full range of Quickbooks services.
  • Accounting, Compilation and Review Services
    Compilation and review engagements
  • Litigation Support
    Professional liability defense
    Contract disputes
    Partnership dissolution
    Expert witness testimony
    Financial investigations
    Divorce settlements
    Damage assessment
  • Personal Financial Planning
    Personal financial statements
    Investment strategies
    Cash management and budgeting
    Education funding
    Estate planning
    Retirement planning
    Insurance review
  • Compensation Planning
    Executive compensation packages
    Buy-sell agreements
    Qualified retirement plans
  • Information Systems and Management Consulting Services
    Network security analysis
    Network installation and management
    Internet connectivity
    Development and/or analysis of accounting and financial management information systems
    Technology selection, installation, and system evaluations
    Budgeting, forecasting, projecting, and feasibility studies
    Strategic planning
    Contingency planning
    Evaluation of business opportunities
    Management of financial resources
    Evaluation of financial agreements
    Software and Hardware Training and Consultation
    Off site storage
    Web site development
    eCommerce consultation

  • Professional Grant Administration Services
    Write grant applications
    Monitor procurement compliance
    Review allowable costs and prepare reimbursement request
    Davis-Bacon Act compliance
    Monitor budget controls
    Assess Buy American standard
    Monitor Disadvantaged Business Franchise requirements
    Review eligibility and debarment
    Conduct public hearings
    Prepare required reports
    Prepare close-out package



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