Certified Public Accountants, Management Consultants

Client Services

Our firm offers a wide range of services to individual and business clients. We aim to provide personalized and quality services to our clients regarding accounting, auditing, consulting, tax preparation, and tax research. Below is a sampling of the services we typically offer along with a brief description for each. However, this list is not all-inclusive so please feel free to inquire about a service if you do not see it listed. We would be more than happy to refer you to a qualified professional if we do not offer the service that you are inquiring about.


Consulting Services

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to many programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Business Valuations

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.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis, tax considerations, and due diligence for acquisitions.

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Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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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.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and of favorable tax laws.

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Other Services

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation, and administration of your employee benefit plan.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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Accounting 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. Some examples include; cash receipts and disbursements data entry, reconciling bank statements to the general ledger, reconciling other assets and liabilities to their correct balances, and general ledger postings.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and assist a business in meeting its goals and objectives. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Some of the services we provide include individual returns (Form 1040), partnership returns (Form 1065), corporate returns (Forms 1120/1120s), estate tax returns (Form 706), gift tax returns (Form 709), state tax returns, and local tax returns.

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Employee Retention Credit

We can assist you in calculating eligibility for the Employee Retention Credit (ERC), and assist in the preparation of the amended quarterly payroll tax returns to claim the ERC. We are also experienced with maximizing wages that were used for PPP forgiveness and those permitted to be used with ERC.

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Audits, Reviews & Compilations

We view our role in the financial reporting process as an opportunity to assist you in maximizing your company's profitability and efficiency under the Generally Accepted Accounting Principles. The financial statements produced can be a useful tool for management in making financial decisions. We provide financial reporting on all three levels of assurance:

*Audit - Intensive examination and testing of financial data, testing of internal controls, adhering to Generally Accepted Auditing Standards and expressing an opinion on the financial statements based on the results of the audit with the highest level of assurance.

*Review - Inquiries of company personnel, performance of analytical procedures, substantially less in scope than an audit, no opinion is expressed and reviews have only limited assurance.

*Compilation - based upon client information provided, less in scope than an audit or review, no opinion is expressed and compilations are used primarily for internal use.

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Tax Representation & Delinquencies

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal, state, and local tax agencies. We are also experienced in handling tax delinquencies from initial correspondence through final resolution.

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Start Up Business & New Entity Selection

We will work with you as a team to get the bookkeeping and accounting aspects of your business setup. Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estates & Trusts

Effective estate and trust 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.

We will assist clients and their attorneys in preparation of the initial estate tax return - Federal Form 706 and the income tax returns for estates and trusts - Federal Form 1041.

We also assist the surviving spouse by providing services as administrators of estates and trusts.

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Challenge Union Audits

We have assisted clients in preparing for union audits and in significantly reducing union audit assessments. Let our team of experts prepare you for a union audit, analyze the union audit that is issued and guide you through the process of union audit assessment reductions.

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Accounting Systems & Internal Control Analysis

We have experience in reviewing accounting systems and internal controls. We will provide you with an analysis that allows your company to efficiently produce timely and accurate financial data.

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Personal Financial Statements

We provide financial reporting for individuals. Our preparation of your personal financial statements will help organize information pertaining to your assets and liabilities and meet the requirements of third party users.

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Asset Protection Plan

An asset protection or a wealth preservation plan makes the enforcement of judgments against protected assets nearly impossible. It allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family-limited partnerships.

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