Accounting & Audit Services
The Firm provides audit services to small and medium-sized private companies, and to non-profit organizations. To strengthen management procedures and improve operating results, we supplement our audit report with suggestions for attaining these goals.

We believe in making financial statements simple and understandable while conforming to the latest pronouncements of the Financial Accounting Standards Board and other rule-making bodies.

Attestation Services
We help provide business owners and members of their respective Board of Directors with assurances about all specific subjects, such as the Company's internal control over financial reporting.

Bookkeeping & Write-Up Services
We prepare compiled financial statements and maintain the general ledger in a time frame that meets your organization's requirements. This information will be shown logically and organized in a way to help the client make relevant and informed managerial decisions.

Business Valuations
We assist in determining the estimated value of a business for both litigation and non-litigation purposes. Valuation methods vary by industry and we determine the appropriate valuation method. The Firm has participated in buy-outs, litigation and complex business valuations.

Compensation Agreements
The Firm designs and implements compensation agreements based on revenue and expense sharing. The continual review and maintenance of these models is essential for the agreements success.

Complete Payroll Services
Moving your existing payroll services to an external, competent and reliable organization is essential to maintain your organization's privacy. The Firm adheres to a strict confidentially policy when it comes to all aspects, including payroll services. We provide payroll check processing, direct deposit and all payroll tax return filings.

Condominium Associations
We provide total accounting and property management services for associations. This includes invoicing and collection of residents’ association dues and payment of all association invoices on a timely basis. We assist in the preparation and board presentation of the association's internal financial statements and all required tax returns.

Estate Planning
We support your attorneys and financial advisors in the planning for the minimization of estate tax liabilities while assuring that your goals and expectations are met currently and into the future.

Financial Statement Reporting
We assist clients in the preparation of their compiled or reviewed financial statements. The level of service depends on the client's needs. These services, unlike an audit, require that we express no opinion or any other form of assurance on the underlying information included in the financial statements.

Legal Support Services
A substantial portion of the practice has evolved from services provided to the legal community. Services include divorce, bankruptcy, separation planning, structured settlement, court appointed receiverships, mediation, and valuation of closely held businesses.

Probate & Estate Administration Services
We provide administrative assistance, prepare inventories and probate accountings to those who have the responsibility of administering estates. We also prepare federal estate tax returns and income tax returns as needed.

Retirement Planning
We realize that the retirement goals of each of our clients are unique. We assist in the creation, design and administration of appropriate retirement vehicles. The Firm is also dedicated to providing periodic review of client goals during the employment and retirement years.

Specialized Accounting Services
Specialized accounting services provide the client with a range of personal services designed to their needs. We assist in establishing basic accounting records required by your organization. This includes construction, implementation and maintenance of accounting systems on your packaged internal software (i.e. QuickBooks™, Peach Tree™, etc.).

Tax Preparation & Planning Services
A complete and diversified tax (corporate, personal and estate) service is provided, including the preparation of federal, state and local tax returns. Tax planning is emphasized continually throughout the year to help minimize the tax burden.