Core Services.

We have four core service categories: Auditing, Financial Statements, Tax Planning & Preparation, Business Consulting

Auditing

We provide auditing services both in the not-for-profit and for-profit sectors. In the not-for-profit arena we specialize in voluntary health and welfare organizations, foundations, associations, health care organizations, community action councils, housing authorities, and OMB Circular A-133.

Financial Statements

Having a clear and up-to-date picture of your financial situation is vital to making sound business decisions. We provide compilation and review services in addition to audited financial statements. We can also provide bookkeeping services through trial balance preparation and projected financial statements.

Tax Planning and Preparation

We go beyond the traditional tax services and provide our clients with counsel that leads to better financial outcomes, including year end tax planning, all business and individual tax preparation services, international tax consulting, and assistance with IRS and state audits.

Business Consulting

We offer a comprehensive bundle of business consulting services to help our clients achieve the results they are striving for. Consulting services include: fraud investigations and consulting services, human resources, on-site controller, systems and internal controls, financial planning, investment advisory services and wealth management.