Services

      A CPA firm's services should reflect the current and emerging needs of its clients. Inasmuch as business cycles are dynamic, these issues are as well. Our firm is always evolving, changing, and adding new services. If the need you seek is not mentioned below, please contact us to discuss your challenge. We would be happy to explore how our firm may be of value to you in catering to your particular needs.

Compliance Services:

• Year-end tax preparation
• IRS audit representation
• Auditing and accounting services
• Tax management/planning services

Business Consulting and Advisory Services:

• Financial outsourcing and virtual office
• Business planning
• Business valuations and due diligence overviews
• Business management services
• Bookkeeping services

Personal and Family Financial Services:

• Personal financial planning
• Retirement planning
• Estate, trust, and private foundations management
• Family bill-pay services
• Charitable giving supervision