Our firm offers a wide range of quality services to our individual and business clients. Below, we have listed the services that we offer to our clients along with a brief description. As this list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

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.

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.

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. View More.

Attestation Services

Financial statements provide valuable and meaningful information about the financial status of your business. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. There are three levels of attestation services that we perform depending upon the needs of the client: Audits, Reviews, and Compilations.

Litigation Support

With certifications and accreditations in Business Valuation and Financial Forensics, we use our varied knowledge to help our clients prevail in existing and pending legal actions with assistance in investigation, calculation, and providing expert witness testimony.

Business Valuation Services

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. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Bookkeeping Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Bookkeeping services may be performed on a monthly, quarterly, or annual basis depending on your needs.

More Services

To see the full list of our regular services, Click here. To inquire about any service not listed, please contact our office today!