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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As 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 would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Financing & Retirement Decisions
  • New Business Start-Ups
  • Employee Benefit Issues
  • Accounting & Bookkeeping
  • Tax Planning & Preparation
  • Business Valuations
  • Buying & Selling a Business
  • Computer Consulting
  • Management Advisory Services   

    Financing & Retirement Decisions
    We take the time to find out our clients' needs and assist them in reaching their financial goals. We provide knowledge-based counseling across a wide variety of fields, such as planning for retirement, saving for a child's education, buying a new home, managing financial risks and estate planning.

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    New Business Start-Ups
    We provide valuable guidance on launching new businesses. We advise on issues such as choice of business entity, developing and implementing company policies and procedures, and compliance with federal and state laws and regulations.

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    Employee Benefit Issues
    We assist our clients in selecting the employee benefits that are compatible with the businesses overall strategy. We provide recommendations for compensation policies and practices and assist in designing fringe benefit and retirement plans.

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    Accounting & Bookkeeping
    Our team has broad experience in financial statement preparation, including compilations with full disclosure. We provide year-around accounting services, including bookkeeping, payroll, account maintenance, budgeting and forecasting.

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    Tax Planning & Preparation
    We provide a complete package of tax preparation and planning services to business entities and individuals. We help our clients develop a plan for substantial tax savings, comply with tax laws and represent them before government agencies. We are comitted to constantly studying laws and regulations to ensure correct application of new tax measures.

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    Business Valuations
    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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    Buying & Selling a Business
    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We will guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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    Computer Consulting
    We advise our clients on software and system selection and assist them in setting-up, customizing and maintaining the accounting system that best meets their individual needs. We help our clients understand all aspects of their accounting system and we train them to use it in a way that improves efficiency of their operations.

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    Management Advisory Services
    We provide a variety of assurance services that improve the quality of information for decision makers, such as establishing management information systems, evaluating the results of operations to improve financial performance, implementing internal controls, and helping businesses translate long-range plans into attainable goals.

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