Services

Tax and Accounting Strategy

  • Working with you to understand your business goals and tax opportunities to help you lower your tax liability.

Business Consulting

  • We work closely with our clients to provide detailed business planning, cash flow analysis, profit improvement and to develop effective accounting systems and controls.

Tax Preparation

  • Our principal objective in tax services is constructive tax planning. This includes analysis of investment opportunities, estate planning, retirement plans, and planning for corporate reorganizations, mergers, and acquisitions. We continually monitor the changes in the tax law to make sure that all of our clients are on target for tax savings strategies.

Estate/Trusts/Gifts

  • Estate planning is a key element of overall financial planning. We focus on accumulation, conservation and distribution of wealth in the manner that most efficiently and effectively accomplishes our client’s objectives. We will assist you in developing a plan that minimizes estate and inheritance taxes and maximizes your family’s financial security.

Accounting Services

  • Bookkeeping
  • General Accounting
  • Specialized Financial Statements
  • Financial Consultations
  • Maintain Asset and Depreciation Schedules
  • Compilation and Review Services
  • Technical on and offsite support for various accounting packages

Tax Credits

  • Finding tax credits that you can take advantage of can have a significant impact on reducing your tax liability.  We have an expertise in working with our clients to to maximize their tax credits including education, energy savings, low income housing, retraining and tradable film tax credits.