Client Services

Our firm offers a wide range of services to our individual and business clients. Every service we provide our clients is personalized and tailored to their unique individual needs. Below we have listed the services that we offer to our clients along with a brief description.

Tax Planning & Preparation

Assurance and Advisory Services

Estate and Trust Planning and Tax Preparation

Litigation Support and Forensic Accounting


QuickBooks Accounting Help and Assistance

Employee Benefits, Pension, and Profit-Sharing Plans

Financial Projections and Forecasts

Mergers, Acquisitions, and Sales

Business Management

Accounting Reviews, and Compilation

Financial and Retirement Planning

Client Representation to Taxing Agencies

Entity Selection and Restructuring

Payroll Services

Cash Flow Analysis and Budgeting Analysis

Business Valuation

Debt and Finance Advising

Insurance Review

Sales and Local Taxes