Our Services

All the services you need in one place.

We provide a wide range of professional accounting and tax services to meet your needs. We promise to provide every service with integrity, and to your highest level of satisfaction.

Tax Services

  • Full tax compliance—including the preparation of federal, multi-state, local returns—for income, sales, payroll and property taxes for business, individual and fiduciary clients

  • Tax planning and consulting for business mergers and acquisitions, real estate transactions and entity structuring

  • Annual tax planning, and estate and gift planning for individuals

Accounting Services

  • Attest services, including reviewed financial statements for private businesses and nonprofit organizations

  • We provide recommendations for management to strengthen controls, gain efficiencies and improve operating results

  • We offer compilations on an annual or more frequent basis

  • QuickBooks® and other accounting software consulting and training

  • Bookkeeping services and back-office support

Business Consulting

  • Succession planning

  • On-site accounting services

  • Assistance with CFO/Controller transitions

  • Merger and acquisition analysis and structuring

  • Estate planning and trust services