Tax Planning and Preparation - Corporate and Individual
...comprehensive year-round services assuring correct compliance.

Financial Reporting - Compilation, Audit & Review
...accurate financial reports enabling both corporate and nonprofit entities to more knowledgeably plan and evaluate trends; qualify for financing; determine levels of charitable funding and accurately report financial position to investors.

Accounting Support Services
...the answer to record keeping for businesses which have limited accounting staff or need periodic oversight of internal accounting functions.

Estates and Trusts - Planning and Administration
...thoughtful and thorough planning to assure that an estate or trust is set up to provide for loved ones, with attention to minimizing tax and legal repercussions.
...efficient, timely administration of estates and trusts assuring complete compliance with state and federal regulations and aiding heirs in the prompt distribution of assets.

Business Succession Planning
...expert planning for ownership succession of closely-held or family held businesses.

Consultative Services
...concise professional guidance for business management on issues of analysis, growth, merger, acquisition and compliance issues.

Valuation Services
...precise and timely calculations establishing the value of estates, corporations or individual estates.

Expert Witness/Litigation Support
... scholarly, confidential examinations of accounting, tax, valuation or management issues for supportive or defensive positions in legal actions.

Eldercare Services
...an answer for our valued seniors and their families to the dilemmas of changed lifestyles - preserving independence while ensuring responsible financial management.

Financial Planning
...ensuring that financial resources will be available for education funding or a comfortable retirement with considerations to minimizing taxes and risk while maximizing growth and flexibility. Important additional services include the planning for a smooth and fair final disposition of assets.