Client Services
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.


Tax Services

Tax Services

We work with our clients to minimize their federal, state and local tax liabilities. We closely follow changes in the tax laws to assist you in planning of all aspects of your personal and business transactions. We provide the following tax services to business and individual clients.

We also provide tax planning in the following areas:

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Consulting Services

Consulting Services

We also provide a wide variety of consulting services to our clients. Some of the consulting projects we have performed in the past consist of:

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Miscellaneous

Accounting and Auditing Services

We provide audit, review and compilation services for clients in all of the industries that we represent and for our individual clients. In addition we prepare special reports such as Budgets, Cash Flow Forecasts, Debt Service Analysis and Liquidation Analysis.

We also assist our clients in loan requisitions and preparation of the related documents and loan packages.

We educate our clients in the selection and implementation of Generally Accepted Accounting Principles.

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