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.