Accounting & Audit Services
The Firm provides audit services to small and medium-sized
private companies, and to non-profit organizations. To
strengthen management procedures and improve operating results,
we supplement our audit report with suggestions for attaining
We believe in making financial statements simple and
understandable while conforming to the latest pronouncements of
the Financial Accounting Standards Board and other rule-making
We help provide business owners and members of their respective
Board of Directors with assurances about all specific subjects,
such as the Company's internal control over financial reporting.
Bookkeeping & Write-Up Services
We prepare compiled financial statements and maintain the
general ledger in a time frame that meets your organization's
requirements. This information will be shown logically and
organized in a way to help the client make relevant and informed
We assist in determining the estimated value of a business for
both litigation and non-litigation purposes. Valuation methods
vary by industry and we determine the appropriate valuation
method. The Firm has participated in buy-outs, litigation and
complex business valuations.
The Firm designs and implements compensation agreements based on
revenue and expense sharing. The continual review and
maintenance of these models is essential for the agreements
Complete Payroll Services
Moving your existing payroll services to an external, competent
and reliable organization is essential to maintain your
organization's privacy. The Firm adheres to a strict
confidentially policy when it comes to all aspects, including
payroll services. We provide payroll check processing, direct
deposit and all payroll tax return filings.
We provide total accounting and property management services for
associations. This includes invoicing and collection of
residents’ association dues and payment of all association
invoices on a timely basis. We assist in the preparation and
board presentation of the association's internal financial
statements and all required tax returns.
We support your attorneys and financial advisors in the planning
for the minimization of estate tax liabilities while assuring
that your goals and expectations are met currently and into the
Financial Statement Reporting
We assist clients in the preparation of their compiled or
reviewed financial statements. The level of service depends on
the client's needs. These services, unlike an audit, require
that we express no opinion or any other form of assurance on the
underlying information included in the financial statements.
Legal Support Services
A substantial portion of the practice has evolved from services
provided to the legal community. Services include divorce,
bankruptcy, separation planning, structured settlement, court
appointed receiverships, mediation, and valuation of closely
Probate & Estate Administration
We provide administrative assistance, prepare inventories and
probate accountings to those who have the responsibility of
administering estates. We also prepare federal estate tax
returns and income tax returns as needed.
We realize that the retirement goals of each of our clients are
unique. We assist in the creation, design and administration of
appropriate retirement vehicles. The Firm is also dedicated to
providing periodic review of client goals during the employment
and retirement years.
Specialized Accounting Services
Specialized accounting services provide the client with a range
of personal services designed to their needs. We assist in
establishing basic accounting records required by your
organization. This includes construction, implementation and
maintenance of accounting systems on your packaged internal
software (i.e. QuickBooks™, Peach Tree™, etc.).
Tax Preparation & Planning Services
A complete and diversified tax (corporate, personal and estate)
service is provided, including the preparation of federal, state
and local tax returns. Tax planning is emphasized continually
throughout the year to help minimize the tax burden.