Tax and Tax-Related Consulting Services
We provide tax preparation with an emphasis on planning for corporate, personal and fiduciary clients. Our comprehensive tax services encompass our clients’ needs from start-up through dissolution. We provide full-service tax compliance for all types of entities and indiviudals. We prepare federal, state and local returns including income, sales, payroll and business property tax. Beyond compliance, we provide planning and consulting for business needs such as entity structuring, mergers and acquisitions, real estate transactions and more. We provide expertise in annual tax planning, estate and gift planning and other individual tax related services.

Audit, Attest and Accounting Related Services
We provide full audit and attest services to both private and publicly traded businesses, municipalities, school districts and nonprofit organizations. We supplement our reports with focused recommendations enabling management to strengthen controls, gain efficiencies and improve operating results. We provide compilations on a monthly, quarterly or annual basis. As a local partner in the community, we provide expertise and personal attention to help our clients achieve their goals.

Click here for a copy of our current Peer Review and Letter of Comment.

Small Business Consulting
We provide a comprehensive range of business consulting services including assistance with CFO/controller transitions, internal control audits, succession planning, business valuation services, and on-site accounting services. We strive to partner with our clients to provide the technical expertise they need to manage their businesses effectively and create long-term value.

Other Services
We provide a full spectrum of other services to our clients including credit and collections assistance, litigation support, QuickBooks consulting and training, bookkeeping services and support for many other “back office” functions. We also offer Senior Life Services geared toward meeting the changing needs of our clients in order for them to maintain a quality life-style and financial independence as they mature. In our world of constant technological change and increasingly limited resources, we can provide the extra services our clients need to manage their resources effectively.