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Practice Areas

Accounting & Auditing

 

Our approach to accounting and auditing personifies our core values of  teamwork and communication and forms the basis for enduring business relationships. Below, you will find the following services that we provide. 

 

  • Audits, Reviews, and Compilations of Financial Statements

  • Bookkeeping

  • Audits filings and IRS Compliance

  • Quickbooks Assistance

  • Special Financial Analysis & Forecasts

 

 

Tax Planning & Compliance

 

Among Accountants, tax laws and their interpretations are best left to the experts. Being aware of these ever-changing tax laws and trends enables us to anticipate tax savings opportunities. Our expertise has been established and we will make sure that your needs are always at the forefront.

 

  • Corporate, Partnership and Individual Tax Planning and Tax Return Preparation

  • Estates, Trusts and Gift Planning and Tax Return Preparation

  • Not-For-Profit Organizations

  • State and Local Tax Consulting

  • Family Business Tax Planning

  • Sales Tax Returns

  • E-File

  • IRS problem resolutions

Consulting

 

  • Business Valuations

  • Cost Segregation

  • Management Consulting

  • Succession Planning

 

 

 

 

Estate Planning, Wills & Trusts

We have the expertise to assist you with all your estate planning needs and concerns.  Estate planning need not be cumbersome or overly complicated.  The objective for most people is usually the same: transferring wealth from one generation to the next at the least possible cost.  We can help you avoid or minimize the impact of high estate taxes and offer suggestions for reducing the costs of probate. Below, is the list of services that we provide.

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  • Living/Last Will & Testament

  • Trust preparation

 

 

Fraud, Forensics, and Litigation 

 

We have served as forensic accountants. We as professionals review and scrutinize financial queries, working in close collaboration with legal counsel throughout the discovery and trial phases. We are able to evaluate fiscal questions through meticulous fact-finding analysis and we clearly document our findings. Our communications stress straightforward explanations of complicated fiscal matters so that the people involved have a clear understanding of the situation. We operate proactively with flexibility to help legal teams and the resolution at hand. Below, you will find the following services we provide.

 

  • Financial Disputes

  • Commercial Damage Calculations

  • Fraud Investigations

  • Contract Disputes

  • Operational & Efficiency Reviews

  • Criminal tax matters

  • Tax amnesty programs

  • Strategic consulting 

Incorporations & Dissolutions

  • S-Corporations

  • C-Corporations

  • Limited Liability Partnerships(LLP)

  • Limited Liability Companies(LLC)

  • Holding Corporations

  • Incorporations

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