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Please Contact us for Further Information
We are a full-service local firm, providing regional services in
We also provide a variety of consulting services, including
- Analysis of Workflows
- Procedural Design & Documentation
- Operational & Strategic Planning and
- Financial Restructure.
We also have extensive expertise and certification in
- Banking
- Computer Audit & Support Services,
- Preparing Business Valuations and
- Estate Planning, including assistance in orchestrating charitable remainder trusts for long-term gifting programs.
Auditing / Accounting Services
We endeavor to use a constructive approach in all of our accounting engagements. Each job is scheduled in advance with our client and client personnel. The accounting staff is provided with portable computers and printers. Each computer is equipped with the latest software necessary for the engagement. Our objective is to complete each engagement as sufficiently and thoroughly as possible. We strive to complete each engagement at our clients’ offices. While on site we are able to obtain a better understanding of the company’s financial and administrative operations. Our staff is trained to recognize deficiencies and suggest improvements for more efficient operation and improved accounting and administrative controls. Our objective is to blend the technical, the practical, and the business approach into each engagement.
Tax Services
The key to effective tax management is constructive and creative tax planning. The tax problems and planning opportunities of corporations, corporate executives, shareholders and individuals are areas in which we have a great deal of experience. We work closely with each client to resolve tax controversies including representation before the IRS. Our individual tax services include the preparation of returns and personal tax planning. Over the years we have planned several tax-free exchanges resulting in substantial tax savings to our clients. We encourage our clients to call us before agreeing to any contract with potential tax consequences. Often we have helped in reorganizing the agreement to accomplish our client’s goals but with substantial tax savings. In addition, we have had significant estate tax planning experience. Estate conservation and family succession problems have provided us with many opportunities over the years.
Small Business Department
For our clients who don’t have the resources, our small business department offers standard, as well as specialized bookkeeping, payroll, and tax services.
Please Contact us for Further Information
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