Our Services
our services
Your financial chores
are our dream jobs.
That’s the truth – no exaggeration. We love what we do and we show it every single day. You will be paired with an expert advisor who specializes in exactly the services you need. Our flexible office schedule includes in-person and virtual options so you can meet with your accounting team where and when it works best for you. Accounting for your lifestyle, for your business, and for you.
Tax Planning & Compliance
We go beyond the traditional tax services and provide our clients with counsel that leads to better financial outcomes, including year-end tax planning, business and individual tax preparation services, international tax consulting, and assistance with IRS and state audits.
- Corporate Tax Preparation and Planning
- Partnership and LLC Tax Preparation and Planning
- Individual Tax Preparation and Planning
- Multi-State Income Tax Preparation and Planning
- Tax Research and Consulting
- Audit Representation
- Trust and Estate Tax Preparation and Planning
- International Consulting and Compliance
- Litigation Support Services
Auditing & Assurance
- Audits
- Reviews
- Agreed-Upon Procedures
- Not-for-Profit Sector Audits
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- Voluntary Health and Welfare Organizations
- Foundations
- Health Care Organization
- Community Action Councils
- Housing Authorities
- OMB Circular A-133
- Trade Associations and Cooperatives
Accounting & Financial Statements
Having a clear and up-to-date picture of your financial situation is vital to making sound business decisions. We provide preparation, compilation, and review services, in addition to audited financial statements.
- Financial Statement Preparation
- Compiled Financial Statements
- Bookkeeping Services
- Payroll Processing and Payroll Tax Reporting
- State and Local Revenue Filings
- Personal Property Tax Reporting
- Fixed Asset Management
- Budget Assistance
- 1099 Preparation
- Employee Retention Tax Credit Assistance
- Unclaimed Property Report Preparation
- Common Area Maintenance Cost Allocations
- Auto Benefit Calculations
- Group-term Life Benefit Calculations
- QuickBooks Set Up
Business Consulting
We offer comprehensive business consulting services to help our clients achieve desired results.
- Fraud Investigations and Consulting
- Human Resources
- Internal Control Assessments
- Due Diligence
- Financing Strategies
- Budgeting Strategies
- Ownership Transitions
- Succession Planning
- Key Employee Compensation
- Business Growth Strategies
- CFO/Controller Assistance
- Buy vs. Lease Analysis
- Litigation Support
- Acquisition Assistance
- Accounting Department Structure
