Services

Accounting Services

We provide a wide range of accounting services including:

• Review or compilation of monthly, quarterly, and annual financial statements
• General ledger maintenance and preparation
• Cash flow and financial forecasts
• QuickBooks advising & on-site training

Tax Planning and Preparation

We offer a comprehensive menu of tax services for corporations, partnerships, individuals, estates and trusts. Our staff is skilled in the preparation & review of tax returns, tax planning for businesses & individuals, state & local tax planning as well estate & gift tax planning.

Business Consulting Services

We have experienced staff members who provide advice and solutions based upon their extensive knowledge and experience. Solutions for increasing cash flows, operating your business at its optimal levels, and improved profitability. We are often asked to serve as an interim CFO.

Estate Planning

Proper estate planning is key in minimizing estate taxes while maximizing the property passed to heirs or charity. The estate planning process reviews lifelong considerations such as gifts, trusts and ownership structure of various investments including businesses.