Services

Accounting, Auditing & Tax Services for Businesses:

• Accounting and bookkeeping services
• Advisory and consulting services
• Audits, reviews and compilations of financial statements
• Budgeting and forecasting assistance
• Business advisory and consulting
• Business startup consulting
• Business tax return preparation and tax planning
• Design and implementation of accounting systems
• Internal controls design and implementation assistance
• IRS audit representation
• Merger and acquisition due diligence
• Profit tracking for multi-owner businesses – including healthcare providers
• QuickBooks® consulting

Industries We Serve Include (but are not limited to):

• Construction
• Franchisees and franchisors
• Hospitality and restaurants
• Medical and healthcare
• Printing and graphic art
• Product distributors and manufacturers
• Professional services companies
• Real estate investors and developers
• Supermarkets and other retailers

Accounting, Auditing & Tax Preparation Services for Nonprofits, Employee Benefit Funds and Labor Unions:

• Accounting and bookkeeping services
• Advisory and consulting services
• Audits, reviews and compilations of financial statements
• Budgeting and forecasting assistance
• Compliance support and including compliance audits
• Design and implementation of accounting systems
• Forecasts and budgeting
• Internal controls design and implementation assistance
• Tax return and government filing preparation
  • Form 990 preparation
  • Form 5500 preparation
  • Form LM-2 preparation
  • Political Action Committee (PAC) reporting
• QuickBooks® consulting

Services to Individuals:

• Estate and trust tax return preparation
• Gift tax return preparation
• Individual financial and retirement planning
• Individual tax return preparation and tax planning