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We have designed this page to give you more in-depth information on each of our major service areas:
Auditing Services
Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.
Business Valuation Services
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.
Estate, Trust, and Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of estate, trust and financial planning. We truly care about our clients and strive to form lasting relationships with each of them providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
Our estate, trust and financial planning services include: - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning - Estate and Trust Tax Returns
Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs: from issuing the payroll checks to filing the necessary tax returns.
Reviews and Compilations
Various organizations that require independently prepared financial statements will often accept a reviewed or compiled statement in lieu of an audit. Depending on the level of service, our work will consist primarily of inquiries and analytical procedures. Our report will identify whether the statements are in conformity with generally accepted accounting principles.
Software Purchase and Training
One of the most important decisions a business owner has to make in this day and age is which accounting program is best to operate the business. We can assist in that decision-making process by reviewing your accounting and operational requirements and advise on potential software compatibility. We can then help on the installation and training to make the whole process as smooth as possible.
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
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