Accounting Services
- Accounting and bookkeeping
- Accrual basis financial statement compilations and reviews
- Cash flow & budgeting analysis
- Payroll services
- Accounting software installation and selection
Auditing Services
- Financial statement audits
Tax Services
- Income tax preparation
- Tax authority audits
- IRS Representation
- Estate and trust planning
- Business entity succession planning
- Family succession planning
- 1031 tax-deferred exchanges
- Tax planning & preparation
- Sales tax services
Consulting Services
- Litigation support
- Bank loan acquisition and negotiation
- Relocation assistance using our expansive data base for comparison
Business Consulting Services
Some of what we provide to help increase your profitability and unlock your growth potential:
- Annual and long-term tax planning
- Cash flow management
- Breakeven analysis
- Industry standards
- Financial goal setting
- Financial forecasts & projections
- Succession planning
- Buying and selling a business
- Estate planning
- Management advisory services
- Investment review
- Pension and profit sharing
- Cash flow analysis for expansion or restructuring