Taxes, Estate and Financial Planning

Tax Return Preparation and Planning
We will not only prepare your tax returns in an accurate and dependable manner, but will draw from our extensive tax knowledge to suggest economies which may add up to substantial savings.

Estate and Financial Planning
We can assist both businesses and individuals in defining goals and objectives and developing strategic plans to achieve results to maximize their financial growth. Our experience and skills are an important element of proper personal financial and estate planning. With our knowledge and experience we will help you build the proper team of professionals to meet your goals.

Management Advisory Services

• Cash management
• Compensation planning
• Litigation
• Risk management (insurance)
• Internal controls
• Succession planning for family-owned businesses
• Compliance with government regulations
• Business financing
• Employee benefits
• Business valuations
• Organizational restructuring
• Mergers and acquisitions

With our education and experience, we can advise in most business or tax related situations. If you have needs that we cannot handle, we will honestly tell you so and assist you in locating the person that can fulfill your needs.

Computer Advisory Services
We can advise you in the selection of computer hardware and software. We keep in contact with several computer retailers and software support firms. We have in-house knowledge in many business related software packages. In addition, we are part of the Quickbooks Professional Advisors Program.

Accounting and Auditing

Audits
A CPA's independent opinion on financial statements is universally accepted by bankers, investors and the business community as indicating that the financial information is complete and reliable. An audit is a process of verification of assets, liabilities and other factors in accordance with recognized principles.

Compilations and Reviews
These financial statement services are much less in scope than an audit and do not result in an opinion as an audit does. Nevertheless, both are useful management tools and are often also accepted by bankers for financing purposes.

Accounting Services
For smaller companies that do not have an internal accounting staff, we can setup and maintain your accounting system on our in-house computers.