We believe that our continued success will be due to the cost-effective, responsive, quality work that we provide to our clients. We know that to succeed we simply cannot be traditional CPAs. As a multifaceted firm servicing multifaceted clients, we understand that to give the kind of service that you expect and deserve from a financial business partner, we must wear several hats.
- Business Valuations for the purpose of mergers and acquisitions, entering/departing owners, estate valuations, divorce proceedings, utilization of pre-acquisition Net Operating Losses
- Fraud/Misappropriation investigations
- Representation for IRS and state tax audits and appeals
- Acting as named Fiduciaries for trusts and estates
FINANCIAL STATEMENTS
- Audited, Review and Compilation Statements
- Special Reports
- Personal Financial Statements
TAX SERVICES
- Personal and Corporate Tax Returns
- Personal and Corporate Tax Planning
- Partnership and Limited Liability Company (LLC) Tax Returns
- Estate Planning and Estate Tax Returns
- Fiduciary and Gift Tax Returns
- Fringe Benefit Programs
- Pension Consulting
- Divorce Tax Planning
- IRS Examinations and Appeals
INTERNATIONAL TAX SERVICES
- Custom Duty Drawback
- Expatriate Tax Returns
- Resident and Nonresident Alien Tax Returns
CONSULTING SERVICES
- Bank Loan Proposals
- Streamlining Accounting Systems
- Computerizing Accounting Systems
- Inventory Controls
- Purchase or Sale of a Business
- Corporate Reorganizations and Liquidations
- Stock Valuations
- Business Valuations (CVA)
- Budget and Forecast Models
PERSONAL FINANCIAL PLANNING
- Investment Strategies
- Insurance Analysis
- Retirement Planning
- Education Planning