sERVICES

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.