Client Services

Our firm offers a wide range of services to our individual and business clients as well as the litigator in family law and business matters. Because our firm is local, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed some of the services that we offer along with a brief description of each.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it. If it is not something we can provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

Accounting Services

Forensic Accounting

Applying accounting principles, theories, and disciplines to actual or hypothetical facts at issue in a legal dispute and using any branch of accounting to the purpose of the law. We use accounting and auditing skills to provide an analysis of financial records in conjunction with knowledge of marital dissolutions,support issues,spending patterns,tracing issues,business and family dispute resolutions, as well as fraud and theft investigation. Our expertise and the use of available methods can determine the amonut of income or the value of a business as well as the extent of financial loss or damages.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Economic Damage Services

Calculating the past and future damages arising from any type of tort involves applying the estimate of earnings that were lost using the concept of the time value of money.Evidence is gathered to determine net profits as well as recoverable costs applying methods acceptable by the court

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services.

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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IRS Representation

Utilizing our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Business Management Service

We provide full service day to day responsibility for all business and personal transactions.Complete tax,accounting and management services for individual or corporate entertainers and professionals

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Peer Review of CPA firms

A principal of the firm has qualified for many years to perform the peer reviews of other CPA firms to determine if they have met the standards required by the AICPA. This helps the entire profession of accounting to maintain the highest level of quality control.

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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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Business Valuations

Whether you are involved in a business litigation, a divorce or just thinking of buying a new business, the amount attached to the value of the business is important. We can provide useful and objective analysis to assist you in the valuation of any business or professional practice. Considering the relevant facts,subjecting them to analysis and judgment,weighing them according to their importance,and developing a reasonable and supportable conclusion of value for use in marital dissolutions, shareholder disputes and taxable transactions is a major factor in the results.

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Fraud Prevention & Detection

With our expertise in internal controls and financial audits, we can proactively help prevent fraud occurances by implementation of efficient and effective changes. Investigation of fraudulant activities can result in recovery or prevention of major losses and determine the extent of illegal accounting practices.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our services incorporate all of the following:

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

- Divorce and support issues

- Tax effects of buying/selling a business

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of business and other assets. Providing for business continuity and succession of ownership is essential to business owners. We can guide you through the complex process of getting your financial affairs in order.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Consulting Services

We can help your business identify areas affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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