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Accounting and Monthly Work:

  • compiled and reviewed financial statements and forecasts.

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

Technology Consulting:

  • Accounting software training and support.
 

 


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