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Certified Public Accountants

"The Spirit of Accounting"

Preparation of federal, state, and local tax returns for businesses, trust, estates, retirement plans, employee benefits plans, tax-exempt organizations and individuals, including gift tax returns.

Development of comprehensive tax planning, tax projections, and strategies to minimize tax liability.

Tax consulting services regarding a full range of tax issues.

Representation of clients before federal, state, and local tax authorities regarding complex issues, including tax disputes and controversy.

Preparation of Federal Offer in Compromise regarding outstanding tax liability.

Preparation of franchise returns, annual reports, payroll tax reports, 1099 forms, and W-2 forms for businesses.

Accounting services regarding formation of a new business, including the selection of the type of business entity to use.

Advisory services to businesses regarding the development and design of accounting systems.

Advisory services involving business evaluations, loss of business income, merger, acquisition, reorganization, and various accounting and taxation issues concerning solving a specific business problem.

Advisory services to businesses assisting in utilization of resources to increase efficiency.

Interpretation and consultation of tax and accounting issues in business contracts.

Assisting in the resolution of disputes in businesses.

Litigation services, including assisting in the evaluation of case strategy regarding tax and accounting issues.

Representation of clients before the Department of Labor.

Preparation of compilation and review financial statements for businesses.

Audit of business records, including preparation of audited financial statements.

Preparing and maintaining computerized record-keeping systems for businesses, including preparation of monthly financial statements to improve and manage your business efficiently.

Preparation of projections, forecasts, budgets, cash flows, and financial evaluations.

Providing accounting services in the area of attestation engagements, including Agreed-Upon Procedures.

Providing investment advice for a broad range of investments for individuals, trusts, retirement plans, and businesses.

 Assist clients with investment decisions and determine individual investment objectives tailored to our clients.

Coordinate income and estate taxes with investment objectives.