Tax Compliance and Planning

Our firm continually monitors federal, state and local tax law changes to allow our clients to minimize current and future tax liabilities. Our approach involves going beyond tax return preparation and include identifying planning opportunities and identifying risk.

Tax planning is a year round activity culminating with tax return preparation. Far more than simply numbers on a form, our expertise and knowledge of our client’s situations, along with our efficient and practical approach helps reduce tax liabilities and increase available resources.

We have a proven track record of successfully representing our clients before Federal, state and local tax authorities.

Our team of tax professionals can help you, your family and your business in the following areas:

  • Income tax return preparation
  • Tax planning and structuring
  • IRS representation
  • Estate, gift & succession planning
  • Multi-state taxation
  • Projections
  • Estate and gift tax returns
  • Real estate taxation
  • State and local taxation


Accounting Services

Financial statements are the scorecard of your business efforts.  Our team can ensure that you get accurate information in a timely manner to help you better manage your business and you can do what you do best, run your business.

We offer monthly, quarterly or annual accounting services. Regardless of the frequency, we use our knowledge of your business as well as more than forty years of expertise to produce financial statements that offer value and timely information you can use.


Assurance Services

We perform audits, reviews and compilations of financial statements backed by more than 40 years of experience across numerous industries.  We provide assurance services at every level clients may need including:

  • Financial statement audits
  • Financial statement reviews
  • Compilation of financial statements

Our audit process involves tailoring an approach focusing on significant risks that allows us to deliver cost effective efficient engagements in accordance with your mandatory reporting deadlines.  We will issue financial statements that have been prepared in accordance with GAAP and contain all required disclosures and opinions. We also offer recommendations, which we will base on experience across a range of industries and our client’s specific goals and challenges.


Consulting Services

Our firm provides services designed to help our clients operate their business in a profitable efficient manner. Our consulting services include:

Family Office

Our team of professionals can assist your family manage its day to day affairs. Our services include:

  • Bill paying and cash flow management
  • Bookkeeping and bank account reconciliation
  • Budgeting
  • Document management
  • Tax Compliance

QuickBooks Consulting

Our services include company setup, reconciliation of accounts, integrating online banking, setting up accounts payable, payroll, inventory modules as well as producing custom reports.

  • Technology Advisory
  • Business Transition
  • Transaction Services