Services

Going Above and Beyond

We offer value-added services because we understand our clients' needs and financial objectives. We focus first on information and understanding, and then on the implementation of strategic plans tailored to achieving well thought out goals.

Services

Taxes
  • Tax Planning and Tax Return Preparation
  • Multi-State Tax Preparation (50 states)
  • Business Purchase and Sale - Planning & Tax Minimization
  • Individuals
  • Corporations (C Corp)
  • Corporations (S Corp)
  • Partnership
  • Limited Liability Companies (LLC)
  • Estates and Trusts
  • Not-For-Profit / Tax Exempt Organizations
  • Tax Authority Representation (IRS and State Agencies)
Accounting & Bookeeping
  • Accounting and Bookkeeping assistance at all levels
  • Accounting System Design and Implementation
  • Financial Statement Preparation
  • Financial Statement Analysis
  • Compilations (GAAP)
  • Reviews (GAAP)
Business Consulting & Financial Analysis
  • Operating Entity Selection
  • Buying and Selling of Business
  • Strategic Planning
  • Capital Needs Analysis
  • Bank Financing
  • Trend Analysis
  • Ratio Analysis & Financial Assessment
  • Cash Flow Analysis & Budgeting
  • Inventory Management
  • Break Even Analysis
  • Internal Controls Assessment and Implementation
  • Structuring Accounting Departments
  • Coping with Rapid Growth
  • Receivable Collection Procedures & Controls
  • Accounts Payable Planning and Management
  • Designing and Implementing Management Information Systems (MIS)
Computer Services
  • Accounting Software Selection, Implementation and Support
  • Designing and Implementing Management Information Systems (MIS)
  • Excel Spreadsheets Design, Training & Support
Estate Planning
  • General Estate and Gift Tax Planning
  • Marital & Credit Shelter Trust Planning
  • Buy-Sell Agreements
  • Life Insurance Planning
  • Family Business Transition Planning
Human Resouces
  • Bookkeeper Training
  • Personnel Search
  • Controller / Bookkeeper Annual Review & Goal Setting
  • Employee Benefit Planning
Retirement Planning
  • Assistance In Pension Plan Selection
  • Deferred Compensation Planning
General Services
  • Business Valuation
  • Litigation Support
  • Insurance Claim Support
  • Turnaround Management and Bankruptcy Consulting
  • Buying and Selling of Businesses