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 receiving personalized, quality service tailored to their specific needs. Below we describe a selection of some of the services we offer to our clients.


As the list below is by no means all-inclusive, please call us if what you need is not listed. If we can't provide the service, we would be more than happy to refer you to a trusted, qualified professional.

                                (Click Service Title For Details)

 


Accounting Services

Audit Services

We work hard to develop relationships that reach beyond the typical accountant's role as "the auditors". Our goal is to provide information and insight along with needed compliance services, so our clients can improve the management of their companies or organizations. If our client has not learned something from us, even during the most routine engagements, we are not satisfied.

Audits differ from other attest services (reviews and compilations), in that they are an intensive examination of your company's systems and involve corroborating transactions and balances with third parties. An audit provides the highest level of assurance.

We are also qualified to provide the expanded audit services required for recipients of governement financial assistance, including HUD.

Reviews & Compilations

We offer attest services to our clients that do not require an audit at two levels:

A review involves the application of anlytical procedures to your financial data and specific inquiries of management personell to provide limited assurance.

A compilation is based upon client information only and is used primarily for internal use.

Bookkeeping/Write-Up

We can assist you with regular, continuous bookkeeping tasks, or our staff may be utilized to help you catch up if you've fallen behind on specific tasks such as data-entry, bank reconciliations and other account analysis.

Consulting Services

Accounting Software Selection & Implementation

We have been qualified installers for the ACCPAC Plus and ACCPAC Advantage Series suites of accounting products and are QuickBooks Qualifed Consultants. Our technical partners can help with the upgrade or implementation of a wide variety of hardware and software solutions.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Miscellaneous

Tax-exempt Organizations

Over 40% of our business is from services to tax-exempt organizations. We can provide the auditing, accounting and consulting services you need. We also are qualifed to perform audits for recipients of federal or state financial assistance.

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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