Services


Accounting & Auditing  
Business Valuation
Business Financial Services
Estate Planning
Planning in Divorce Situations
Human Resources Consulting
Litigation Services
Management Consulting
Personal Financial Services
Small Business Services
Tax Advisory Services

Accounting & Auditing

Virtually all entities - whether they are privately held, publicly owned, governmental, or nonprofit - must prepare reports on their financial performance . These reports help owners and management make operating decisions, enable creditors to evaluate loan applications, and assist individuals in making investment decisions. To serve our clients' varying needs, our firm offers several kinds of financial statement services .

When limited in - house capabilities for preparing financial statements exist, our firm can prepare a compilation report based on information provided by management.

If your business is a private entity, we can perform a review of your financial statements and issue a report that provides limited assurance that material changes to its financial statements are not necessary . In this case, we would apply analytical procedures to your financial statements to identify unusual items or trends in the financial statements that may need explanation.

If your business is a public or private company or governmental agency, you may engage our firm to audit your financial statements and issue a report that provides the highest level of assurance that your statements are presented fairly and in conformity with generally accepted accounting principles . Audits also provide a reasonable level of assurance that the financial statements are free of material errors.

Contact us for more information about the financial statement services our firm can provide to your business.

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Business Valuation

Our firm provides valuations to determine the value of a company or an intangible asset on a specific date . Our knowledge ranges from mergers and acquisitions and marital dissolutions to insurance claims, tax disputes and damage litigation .

Since a business is often an individual�s most valuable asset, it is important that a qualified professional conduct the valuation . We are experienced business advisors, accustomed to working with management on numerous strategic, operational, and financial matters . We are also adept at dealing with the IRS on behalf of you and your business .

Our unique knowledge and understanding of financial and tax issues gives us a superior ability to use financial statements, tax returns, auditor reports, and financial forecasts as the basis for determining the value of a business .

Contact us to learn what business valuation services we can provide for your company .

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Business Financial Services

Our firm can assist you with the formation of a business of any type and size, and provide the services you need through various stages of development, such as:

  • Conducting special studies on financing, inventory management, cost control, credit and collection for business, government and nonprofit organizations .

  • Consulting on accounting aspects of business problems .

  • Developing budgets and forecasts .

  • Auditing financial statements and reporting on them for your use with investors, creditors, and management . Setting up accounting systems .

  • Performing compilation and review services .

  • Assisting you in obtaining financing .

Contact us for more information about what we can do to help you keep your business on the right track .    

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Estate Planning

Sound financial and estate planning can help preserve the financial security that you are working so hard to achieve . It's important to plan for the disposition of property during your lifetime and upon your death . With effective planning, you can minimize the tax burden on your estate and know that your beneficiaries will receive the maximum amount that the law allows .

An essential part of lifetime planning is making sure that only appropriate assets pass to the survivors . Certain businesses and investments may be impractical or impossible for a grieving family to manage . Our firm can assist you in putting your affairs in order in the most effective way to provide for your loved ones .

Effective planning is essential . An estate you consider of modest value today may well become very sizable when measured in inflated market values at the time of your death .

Our team of professionals can develop a strategy to conserve, increase and, ultimately, pass on your estate with maximum tax savings . Start the effort by contacting us .

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planning in Divorce Situations

Our firm can provide a wide range of services in the area of divorce settlements . Services include assistance before, during and after divorce in the areas of:

  • Advising you on how to financially prepare for a divorce .

  • Preparing financial information and analyses for your attorney . Calculating and negotiating alimony and child support .

  • Locating and valuing marital property .

  • Providing expert witness testimony . Examining the income tax issues applicable to your divorce settlement situation .

  • Creating and recommending financial strategies for you during and after your divorce .

  • Contact us to learn what services we can provide to fit your personal situation .

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Human Resources Consulting

As your business grows, your staff will grow to meet the demands of running your day - to - day operations . Our firm can help you put systems in place for hiring and maintaining an efficient staff . We can:

  • Provide recommendations for compensation policies and practices .

  • Design compensation, fringe benefit and retirement plans for businesses .

  • Assist the development of job descriptions, personnel policies, systems and manuals .

Contact us for more information about what we can do to help you build your staff .

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Litigation Services

Attorneys are relying more heavily on hired consultants for complicated lawsuits . CPAs are considered the foremost authorities on financial and economic issues and are distinguished by strict licensing requirements . Our firm focuses on litigation services and can:

  • Act as either expert witnesses or consultants, presenting private advice to attorneys.

  • Assist attorneys in case preparation, divorce settlements, bankruptcies, and alternative dispute resolutions.

  • Help attorneys in litigation situations by analyzing financial data and developing damage studies or business valuations.

  • Work with attorneys and bankers in business mergers or expansions.

Contact us for more information about what we can do to help you in your litigation situations.

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Management Consulting

CPAs play a vital role in helping businesses make better use of their resources and increasing efficiency and profitability . Some of the consulting engagements our firm can apply to your business include:

  • Reviewing and setting up management information systems that meet your company's needs.

  • Evaluating the results of operations and forecasting the effects of alternative plans to facilitate management decisions.

  • Analyzing operations and suggesting changes in structure and individual responsibilities.

  • Helping you institute a corporate planning process to control current operations, manage risk, translate long - range plans into attainable goals, and increase profits and market share.

  • Helping your business improve the use of resources, increase efficiency, and achieve objectives.

  • Working with you and your business to ensure compliance with government regulations.

Contact us for more information about what we can do to help you keep your business on the right track.

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Personal Financial Services

We can advise you about the use of credit, dollar - cost averaging, diversification, employee benefit plans and other financial management strategies .

Just a few of the many possibilities that signal the need for planning are:

  • Children's education .

  • Retirement income .

  • Inheritance .

  • Starting a business .

  • Credit card debt .

  • Family income is dependent on one wage earner .

  • Multi - state property .

CPAs can help you determine the amount of money you will need to pay for one or more specific financial goals, create an estate or maintain your desired lifestyle . They are on top of changes in the tax laws and can work with you to maximize your net worth, while providing for contingencies .

Contact us for more information about about our personal financial services .

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Small Business Services

You've started your own business and you know that your ability to survive depends, in large part, on planning for the future, while meeting the present challenges of today's ever - changing business environment . Our firm provides sound business advice and technical assistance to small businesses .

Our technical knowledge, training, and business experience enables us to help small business owners find solutions to their day - to - day problems . We also can provide you with advice on problems unique to the industries in which your business operates and help you make informed decisions .

By providing accounting and auditing services, tax services, management consulting services, and planning services, we help small businesses prosper and face their competition with confidence .

We also can provide consulting services in areas such as cash management, risk management (insurance), financing, environmental compliance, business valuation, compensation and benefit plans, computer - based accounting systems, succession planning for family - owned businesses, mergers and acquisitions, health care, compliance with tax and government regulations, litigation support, total quality management, feasibility studies, software evaluation and design, disaster recovery planning, organizational restructuring, and human resources planning .

In addition, our firm can assist you in monitoring and reducing production costs, controlling inventory, and developing marketing and pricing strategies . We also provide financial analyses, including evaluation of economic projections and long - range planning objectives .

Our firm makes your small business our business . We can help put your business on the track to profitability .

Contact us for more information about what we can do to help you with your small business needs .

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Tax Advisory Services

We can advise both individuals and businesses on all aspects of compliance with the tax laws . We prepare tax returns and related schedules, provide advice on tax issues, help individuals and businesses plan effective tax strategies, and represent taxpayers before taxing authorities .

Our knowledge and training in tax matters and awareness of new developments and emerging issues enable us to develop effective tax - planning techniques that often result in substantial tax savings . We are problem solvers . Some of our practice areas include:

  • Advising you on the tax effects of transfers of ownership among family members in a business .

  • Providing income and estate tax counseling with respect to the financial settlements involved in separation and divorce .

  • Designing compensation, fringe benefit, and retirement plans for your company .

  • Planning for a change in your corporation's accounting methods .

  • Obtaining an advance ruling from the IRS on the tax consequences of a proposed corporate acquisition of the stock or assets of another company .

  • Analyzing the tax aspects of investment opportunities .

  • Providing advice on the purchase, sale, or merger of a business .

  • Establishing pension and profit - sharing plans and preparing all types of tax reports for such plans .

Our experience and in - depth understanding of complex tax rules and regulations can help your business or your family improve your tax position and realize significant tax savings .

Our firm can act as a your representative before state and federal tax authorities . We will serve as a personal representative, or reply to correspondence concerning tax returns or provide explanations, schedules, and other documents in tax examinations .

Whether you're concerned about your personal tax return, looking at your company's finances, or assessing your financial goals, we are the professionals trained to give you sound advice .

Contact us for more information about what we can do to help you comply with and benefit from the tax laws .

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