Our Services


  • Tax Return Preparation (individual, partnership, corporation, fiduciary)
  • Year-End Planning & Tax Projections
  • Estate Planning
  • Review/Response to IRS and State Tax Notices
  • Retirement Plan Consultation and Accounting
  • Consultations with Client Advisors, Lawyers and Retirement Plan Administrators
  • Wealth Accumulation Planning (gifts, income shifting, etc.)
  • Tax Entity Analysis (corporate, partnership, trust)
  • Payroll Tax Assistance Representation
  • Investment Analysis
  • Income Tax Deferral Planning


  • Compilation/Review of Financial Statements
  • Financial Forecasting
  • Accounting Systems
  • Cost Control Systems
  • Accounting Form Analysis
  • Credit Policy Design
  • Record Retention and Management

Financial Management Advisory:

  • Computer Systems Consulting
  • Profit Improvement Advice
  • Cost Reduction Programs
  • Wage, Compensation and Incentive Planning
  • Insurance Coverage Analysis
  • Inventory Control Systems
  • Pricing Strategy
  • Cash Management
  • Forecasting and Projections
  • Budgeting
  • Break-even and Return-on-Equity Analysis
  • New Venture/Start-Up Assistance
  • Buy/Sell Partnership Agreement Analysis, Ownership Capitalization and Reorganization Planning

Business Management:

  • Funds Depositing and Bill Paying
  • Budgeting
  • Employee Benefits Analysis and Insurance Analysis
  • Loan Procurement
  • Investments Review

Some of the industries we serve:

List of industries we serve.