Client Services

Business

Compliance

Federal, Multi-State and Local Income and Property Tax Planning and Preparation
Employment, Unemployment and Payroll Information Reporting
Accounting Services and Support
Income, Sales and Property Tax Audit Representation

Financial

Financial Statement Preparation (Compilation and Review)
Bookkeeping Software
Payroll Preparation
Billing and Check Preparation
Quick Books Advisor
Lease verses Buy Calculations
Loan Packaging
Fraud and Theft Deterrence
Accounting Systems Design
Success Measurement

Consulting

New Business Start Up
Acquisition or Sale of a Business
Profit Sharing/Retirement Plan Design
Gain Sharing
Business Succession Planning
General Business Support Services

Fiduciary

Federal, Multi-State and Local Income and Property Tax Management and Preparation
Estate Tax Return Preparation
Income and Property Tax Audit Representation
Trust Accounting
Financial Statement Preparation

Individual

Federal, Multi-State and Local Income and Property Tax Management and Preparation
Estate Planning
Income and Property Tax Audit Representation
Retirement Planning
Personal Financial Statement Preparation
Personal Controller Services and Bill Paying

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