Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.


As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*Accounting system setup for new businesses

*Review and Compilation of financial statements

*Bookkeeping services

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your organization's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your organization's systems and records providing the highest level of assurance. We provide audit services to both the private and not-for-profit sectors.

Tax Services

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. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals

- Corporations

- Estates and trusts

- Not-for-profit organizations

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

Miscellaneous

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.

Business Advisory

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. The following are just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Buying/selling a business

*Business process improvement

*Estate planning

Estates and trusts

Providing comprehensive advice and tax preparation services for estates and trust and advising estate administrators and trustees in order to successfully navigate this complex area.

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