Tax Planning and Compliance

The continuing complexity of the tax environment has made our experience in tax compliance and planning invaluable to clients in a broad range of classifications including:

Estates
Trusts
Individuals
Corporations
Partnerships
Exempt Organizations

Taxpayer Audit Representation

With significant experience in representation before both federal and state agencies, we will aggressively defend your interests in tax audits or appeals conferences.

Consulting

As your consultant, we play a pivotal role in the decisions that affect you and your business. Our assistance can range from helping you determine whether to refinance a mortgage to functioning in a controller's role as an extension of your accounting department.

Financial Reporting

The foundation of professional accounting, financial reporting and the related financial statements and supporting information, provides the basis for most management decisions. We can prepare as well as help you understand financial statements and the conclusions that others may draw from reading them.

Accounting Services

Our experience in accounting services will serve as a resource in designing your internal bookkeeping system. We can assist you in the process from setting up a chart of accounts to resolving coding and other bookkeeping issues on an ongoing basis.

Quicken® and QuickBooks® are two of the most widely used bookkeeping programs on the market today. We are members of the QuickBooks Professional Advisors Program. As you manage your own bookkeeping needs, we will provide ongoing consulting and technical support tailored to your specifications.