Services

 

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Our firm offers a wide range of services to both individuals and businesses. 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 network with a vast array of qualified professionals to whom we can refer you.

Services:

bulletTax Return Preparation for Individuals, Partnerships, Corporations, Estates, Trusts & Limited Liability Companies
bulletEstate & Trust Planning & Administration
bulletFinancial Forecasts & Projections
bulletFinancial Planning
bulletBank Loan Applications
bulletIRS Representation
bulletTax Planning
bulletBookkeeping/Write-Up Service
bulletBusiness Start-Up Services
bulletQuickBooks Installation & Support
bulletPayroll Tax Return Preparation
bulletCash Flow Analysis
bulletPension and Profit Sharing Plans
bulletDue Diligence Consulting for Business Acquisitions
bulletMulti-State Tax Returns
bulletBusiness Succession Planning
bulletCollege Financial Aid Forms
bulletRetirement Planning
bulletBudgeting
bulletNon-Profit Corporations
bulletEntrepreneurial Advisory Services
bulletCompiled & Reviewed Financial Statements
 

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