Services

Accounting

• Reviews
• General ledger accounting
• Financial statement preparation

Taxes

• Tax return preparation
• Tax planning & consultation
• Tax compliance
• Assistance with IRS audits

Business Consulting

• Financial forecast
• Cash flow projections
• Internal control reviews

Estates

• Estate and family business succession
• Gift splitting and planning techniques
• Preparation of estate tax returns
• Estate administration

Retirement & Benefit Plans

• Pension & profit sharing plans
• Participant statements & annual reports
• Employee benefit consulting
• Preparation of Form 5500

Financial Management

• Business Start-Up
• Business planning & growth
• Financing & investor acquisition
  Computer Applications
• System design and installation
• Software review and selection

Human Services

• Employee compensation
• Executive compensation

Other

• Mergers and acquisitions
• Business liquidation