Because our firm is relatively small, our clients benefit by receiving personalized, quality service from experienced professionals. Below is a list of the type of services we offer. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified profe
ssional. Also, check our PROFESSIONAL LINKS under RESOURCES page to be directed to additional web sites belonging to other respected professionals, clients and friends. Tax Preparation and Planning
Our tax preparation services are professional and personal with your needs in mind. We prepare all tax forms, including federal and all fifty states individual income tax, corporate, partnership, investment partnership, non-profit, fiduciary and estate tax returns. Proper tax planning is the key to correctly minimize your tax liability. Our approach is to listen and understand your goals and provide recommendations to save not only in the current year but going forward. Financial Statements
Our firm provides professional compilation, review, and audit services to privately-held businesses of all sizes. We can compile your financial records into timely and meaningful GAAP-compliant financial statements, offer limited-scope review testing and deliver complete audit attestation. Consulting and Advisory Services
We understand your need to maintain a profitable and viable business. Our experience in the corporate environment will be a valuable resource in making sure this need is met. We have the ability to prepare customized forecasting and planning scenarios. We can provide profitability analysis as well as recommending improvements to your procedures and internal control structure to enable efficient, cost effective operations with maximum protection of your assets. Controllership
Most small to mid-size businesses cannot afford to hire a full time controller or accountant but still need the benefit of this professional knowledge and expertise. We provide part-time accounting services based on your circumstances. Our services include financial statement preparation, general ledger maintenance, bank reconciliation, payroll, budget preparation and analysis. New Business Assistance
Beginning with applying for your Federal Employer Identification Number and determining the proper business type we will assist you in making the important decisions necessary to starting a new business. We will also help you create a business plan to start your business in the right direction. Financial Planning
We understand that the needs of our clients are important. Whether you are planning for estate and retirement, the education of you or your children, succession plans for your business, or buying a new home we can help you put the proper plan together to give you peace of mind. We offer a full range of personal financial planning services and products, including insurance, asset and wealth management, and mortgage services. Hedge Funds
We utilize our experience in the financial industry to provide services for domestic hedge funds, private equity funds, fund of funds and commodity pools. Our client base is nationwide and is primarily in the medium to start-up range. We are listed in the CogentHedge.com Service Provider League Table for auditors.
