The firm provides services on a monthly, quarterly and annual basis to individuals, sole proprietors, limited liability companies, partnerships, corporations, non-profit organizations, private foundations, estates, trusts, and retirement plans. Some of the services the firm provides include:
Accounting Services
- Bookkeeping
- Business Management
- Budgeting and Forecasting
- Cash Flow Analysis
- Investment Accounting
- Payroll Checkwriting
- Security Transaction Analysis
- Workers' Compensation Reports and Audits
Computer Services
- General Ledger
- Income Tax Projections
- Income Tax Preparation
- Securities Transaction Processing
Financial Statements
- Certified Audits
- Compilations
- Reviews
Income Tax Planning
- Charitable Planning
- Estate and Gift Planning
- Income Tax Projections
- Real Estate Transactions, including:
- Installment Sale Structuring
- Tax Deferred Exchanges
- Retirement Plans
- Securities Transactions
- Trust Formation
Litigation Services
- Expert Witness Testimony
- Forensic Accounting
- Fraud Detection Audits
- Marital Dissolution
- Special Accounting to the Court
- Tax Expert
Miscellaneous
- Accounting Systems Review
- Business Formation, Merger, Sale, or Dissolution
- Cash Handling Procedures Review
- Financial Planning for Investments
- Insurance Review
- Investment Review
- Lease versus Buy Analysis
- Minutes Preparation
- Organization For Review, including:
- General or Limited Partnership or Limited Liability Company
- Regular or Subchapter S Corporations
- Sole Proprietorships
- Personnel Hiring
- Prenuptial Planning
- Receivables Collection Review
- Tax Audit Assistance
Tax Return Preparation
- City and County Tax Reports
- Corporations
- Estates
- Gifts
- Individuals
- Limited Liability Companies
- Non-Profit Organizations
- Partnerships
- Payroll and 1099 Forms
- Private Foundations
- Retirement Plans
- Sales Tax
- Trusts