Our Services
Our Accounting/Auditing and Consulting group provides an
array of accounting services including auditing, business plans,
forecast and projections, preparation of financial statements,
assistance with buy/sell agreements, payroll assistance, and
temporary accounting personnel placement. We can help you
develop business financial plans, install internal controls and
provide payroll information.
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Our Tax Planning services include preparation of individual,
business, corporate, estate, trust, and various other tax returns
and related forms. Our tax services are customized to your
individual financial objectives and circumstances. In addition to
preparation of your tax returns, we provide assistance with tax-
free exchanges, family limited partnerships, and many other tax
saving and planning strategies. We can also assist you in the
areas of business mergers, acquisitions and liquidations. The
laws in these areas, in particular, are very complex.
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Our Retirement Planning
group can assist you in analyzing your financial situation, review your financial and
retirement expectations, and devise a plan for achieving your goals.
We can also help you review your retirement options and the related rules.
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In addition to providing trust and estate support services to the legal profession,
our Estate/Trust Services group provides a team approach which focuses on getting
the task done promptly and proficiently. Whether the task is preparing estate or
trust tax returns, or "running the numbers" to review the tax impact of a plan you
are developing, we are there to help you pass what you have to whom you want,
when you want, in the most cost efficient manner possible.
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Our Employee Benefits group provides you with
assistance in designing and maintaining the various benefit
options available to you. We offer assistance in the selection and
implementation of various programs. We can administer your
Sec.125 cafeteria plan including quarterly employee statements
as well as prepare the year end reports and tax returns.
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As our world becomes more complex, society seems to be more
involved with litigating their problems. This makes litigation a time
consuming and complex process. With our staff of trained
financial specialists our Litigation Support group can support
and assist the attorney in a most competent and professional
manner. As CPA's, our litigation engagements adhere to our
state's board of accountancy rules and regulations, as well as the
AICPA's professional standards.
One of the most common duties
in a litigation support engagement, setting a value for a closely -
held business, requires considerable professional judgment
and experience. We properly plan our engagement, obtain and
thoroughly analyze all relevant information and apply the
appropriate valuation methodologies to form an opinion of value.
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Our Technology Support Division can offer assistance in keeping up with the ever changing world of technology and the challenges that you may encounter in setting up and maintaining your accounting software packages. We can help you to have access to those important financial reports so you can work on your business rather than in your business.
This division offers a wide range of immediate tech support and training, which can provide you with appropriate resources to make necessary technological advances. They are committed to keeping up to date on the latest technology.
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Our Management Consulting group can assist you with the management,
financing, internal controls, budgeting and forecasting decisions that
are necessary for the survival and growth of your company.
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