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Our Services

We offer a wide variety of tax, accounting and business advisory services to meet your needs. Some of the services offered by us include, but not limited to:

Accounting and Auditing Services

  • Audited Financial Statements
  • Reviewed Financial Statements
  • Compiled Financial Statements
  • Agreed Upon Procedures
  • Compliance Review


Accounting & Financial Solutions

  • External CFO Services
  • Bookkeeping and Accounting Services
  • Audit Schedules Preparation
  • Bookkeeping Consulting and Review
  • QuickBooks Setup
  • Accounting software support


Tax Preparation and Planning:

  • IRS Audit representation, defense planning & support for tax controversy
  • Business Tax Preparation for Proprietors, Partnerships, LLC’s and Corporations
  • Business Tax Planning Services
  • Nonprofit Information Return Preparation
  • Individual and Trusts Income Tax Preparation
  • Individual Tax Planning Services
  • Tax preparation of State and Local Income, Franchise, Personal Property, Excise, and Sales and Use returns
  • Tax Issue Research and Advisory Services


Management & Organization Solutions:

  • Business Management Advisory Services
  • Budget Review and Cash Flow Management
  • Create Accounting Policies & Procedures
  • Risk Assessment & Management


Other Advisory and Planning Services:

  • Business Entity Selection and Planning
  • Business Startup or Acquisition Consulting
  • Business Succession Planning