Services


Our firm offers a wide range of services to both individuals and businesses. The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we network with a vast array of qualified professionals to whom we can refer you.
Services:

  • Tax Return Preparation for Individuals, Partnerships, Corporations, Estates, Trusts & Limited Liability Companies
  • Estate & Trust Planning & Administration
  • Financial Forecasts & Projections
  • Financial Planning
  • Bank Loan Applications
  • IRS Representation
  • Tax Planning
  • Bookkeeping/Write-Up Service
  • Business Start-Up Services
  • QuickBooks Installation & Support
  • Payroll Tax Return Preparation
  • Cash Flow Analysis
  • Pension and Profit Sharing Plans
  • Due Diligence Consulting for Business Acquisitions
  • Multi-State Tax Returns
  • Business Succession Planning
  • College Financial Aid Forms
  • Retirement Planning
  • Budgeting
  • Non-Profit Corporations
  • Entrepreneurial Advisory Services
  • Compiled & Reviewed Financial Statements