

SUMMARY OF SERVICES
Accounting
- Accounting & financial statement preparation;
- Compilation & review engagements;
- Monthly, quarterly & annual financial statement preparation;
- Online & in-house bookkeeping transaction compilation services;
- Cost accounting systems analysis & design;
- Accounting systems policy & procedure analysis;
- Contractual compliance reviews;
- Accounting systems training.
Tax Planning
- Selection of legal business entity type;
- Individual & business tax planning;
- Estate & gift tax planning;
- Multi-state tax planning;
- Tax reduction strategies.
Tax Compliance & Preparation
- Individual, corporate, partnership & LLC tax return preparation;
- Non-Profit Form 990 & related reporting;
- Trust, estate & gift tax return preparation;
- Tax audit representation.
Business Advisory Services
- Negotiating mergers, acquisitions & dispositions;
- Forecasts & financial projections;
- Cash flow budgeting;
- Strategic & long-range planning;
- Cost reduction & profit improvement plans;
- Financing assistance;
- Loan restructuring analysis;
- Ratio & trend analysis;
- Lease vs. purchase analysis;
- Ownership succession planning;
- Internal control evaluations;
- Inventory management analysis.
