Our firm provides the following services to closely-held businesses and individuals:

  • Individual, businesses and trust tax planning and preparation
  • Advisory and consulting
  • Accounting system implementations, including QuickBooks
  • Compiled and reviewed financial statements
  • Business start-up
  • Acquisition and sale of businesses
  • Financial projections
  • Succession planning
  • Bookkeeping

In addition to the services mentioned above, we have a network of professionals in the financial planning, insurance and legal arenas to assist you in resolving issues arising outside the accounting and tax field.