Tax Planning

We strive to offer a year-round plan to minimize your personal and/or business taxes. Our goal is to be proactive, not reactive, maintain communications throughout the year to monitor your income, understand changes that have occurred in your specific situation and ultimately offer strategies to you that not only reduce your overall tax burden, but also maximize other related financial opportunities.

Tax Return Preparation

Our goal is to prepare accurate and timely Federal, state, and local income tax returns that meet the compliance requirements set forth by the various taxing authorities.

Tax Controversy

Whether it is a simple inquiry or a full-blown audit seeking hundreds of thousands of dollars, our professionals have many years of experience in dealing with and successfully representing clients before Federal, state and local taxing authorities. In addition to audits, we negotiate and settle matters in the form of penalty abatement, offers-in-compromise, and installment agreements, among others.

Strategic Planning

In a comprehensive fashion, we address and coordinate personal and business strategies to optimize retirement goals, minimize estate taxes and develop a plan to provide financial security for you and your family for many years to come.

Accounting Direction

Although many business owners look at their accounting as a necessary evil, we believe that a properly structured accounting and reporting system can provide immeasurable management information for businesses of all sizes. We are available to assist in the set-up of your accounting system to ensure you have the information you need when you need it. As a Certified Quickbooks Advisor, we can assist with your Quickbooks needs.

Entrepreneurial Coaching

Whether your business is new or established, it is crucial to make informed decisions and plan for the future. We provide analysis and consulting tailored to your specific needs and can guide you through issues such as deciding on an accounting system, choice of business entity, cash flow and budgeting, and succession planning.

Forensic Accounting

When issues arise in your business that require more than "normal" accounting, we are here to help. Whether you have an embezzlement situation or are possibly accused of one, or whether there are missing or misused assets or you are looking for general assurance, we are available to investigate accounting records, employee procedures or third-party information to determine if errors or irregularities exist.

Business Valuation

Access to specially trained professionals who have performed valuations in a wide array of industries and professions including, manufacturers, construction and professionals. Whether it is for mergers and acquisition, estate planning, shareholder disputes or equitable distribution in divorce, we have the experience to provide oral, limited or full written reports to meet a variety of needs.

Litigation Support

There is no substitute for experience when working directly with your legal team to provide the best available position for your case. Whether it is analyzing accounting records, calculating damages due to defalcation or testifying as an expert at court proceedings, we have the real world experience to compliment your legal advisors and assist in defending your position.