Our Services

Our firm offers a wide range of services to our individual and business clients. Being an evolving firm, our clients benefit by getting personalized, quality service that is unparalleled. As a CPA and Business Consulting firm, we provide a host of services across the areas of accounting, taxation, business advisory and small business services. Our service expertise has been detailed below. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. 


Our capable accounting and financial support services team helps you define the kind of support you need - from bookkeeping through interim and year-end financial statement preparation. Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

  • Internal Accounting Assistance
  • Quickbooks Consulting
  • Projections and Forecasts for Business Planning
  • Monthly Preparation of Financial Statements
  • Profit and Loss Statements
  • Balance Sheet
  • Cash Flow Analysis
  • Bank Account Reconciliation
  • Merger & Acquisition Reviews
  • Interpretation of Financial Information
  • Payroll Processing


Our goal is to ensure that our clients stay ahead of the changing tax landscape and meet their financial and operational objectives through a well-planned tax strategy. We work with our clients to minimize their federal, state and local tax liabilities. We closely follow changes in the tax laws to assist you in planning of all aspects of your personal and business transactions. We provide the following tax services to business and individual clients:

  • Federal and State Income Tax Returns including Consolidated Business Tax Returns
  • Multi-State Allocations and Returns
  • Gift and Estate Tax Returns
  • Trust Tax Returns
  • Foundation Tax Returns
  • International Taxation
  • Client Representation in IRS/State Tax Audits
  • Pension Plan Audits for Form 5500
  • Payroll, Sales and Personal Property Tax Issues
  • Tax Closings & Compliance
  • Tax Law Changes
  • Transfer Pricing

We also provide tax planning in the following areas:

  • Buying/Selling of a business
  • Pension and retirement planning
  • Like-Kind exchanges
  • Year-end income tax planning
  • Estate planning
  • Compensation planning
  • Employee benefit plans
  • Research and Development Credit planning
  • Planning and Applying for Changes in Accounting Methods


Our advisory services safeguard your business, support your operations and help you stay in compliance. We draw on years of experience to provide best practices for your unique needs. We provide a wide variety of business advisory services to our clients. Some of the services we offer comprise:

  • Business startup including set of required tax accounts, referrals to lawyers and referrals banks
  • Business valuations for Estate and Gift Tax Purposes
  • Choice of Business entity e.g. Regular Corporation, S Corporation, Partnership, Limited Liability Company or Sole Proprietorship
  • Assisting clients in various types of arbitration and litigation matters:
    • Gathering and analysis of documents and financial data
    • Expert Witness Testimony
    • Forensic Accounting
  • Employee vs. Independent Contractor Analysis
  • Entity conversion - C Corp to S Corp, Partnership to C or S Corp, etc.
  • Selection, installation and implementation of computerized accounting systems, including training of client personnel


We aim to act as an extension of your business, freeing you to put your time and attention toward your evolving business goals. You can think of us as a part-time member of your executive team, working towards achieving your goals. The services we provide are:

  • New Business Formation
  • Cash Flow Management
  • Business Valuation
  • Profitability and Operational Analysis
  • Quickbooks, Software Support and Accounting Systems
  • Financial projections and Budget Preparation
  • Litigation Support
  • Strategic Business and Succession Planning
  • Training and Managing Your Accounting Staff