Accounting and Financial Services Offered

Accounting and Monthly Work:

• compiled and reviewed financial statements and forecasts.
• bookkeeping and write-up

Auditing:

• local and regional businesses, not-for-profit organizations, employee benefit plans, SAS 70s, and governmental units and grants.

Taxation:

• tax compliance for individuals, S-corporations, C-corporations, partnerships, LLCs,
  not-for-profits, fiduciaries, and trusts and estates.
• Keogh, IRA, SEP, pension, profit sharing, 401(k) (retirement plans).
• personal and business tax planning.
• reorganization, liquidations, and incorporations.
• estate planning.

Management Advisory:

• business consulting and management.
• community foundation consulting
• mergers/acquisitions and sales.
• financial consulting.
• cost accounting.
• litigation support.
• business valuation.
• employee screening.

Technology Consulting:

• Accounting software training and support.