Client Services

At our firm, we're dedicated to delivering timely and accurate financial information because we believe it’s key to your success. Having clear, well-organized financial records makes your business run smoothly every day. We offer a full range of affordable accounting services, including:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

We're here to make managing your finances easier, so you can focus on growing your business!

 We see our role in investigative reporting as a chance to offer helpful insights that can boost your company's profitability and efficiency. Our services cover all three levels of assurance, ensuring your needs are met at every step:

• Audit – A thorough and detailed examination, providing the highest level of assurance.
• Review – Analytical procedures with a more focused approach, offering limited assurance.
• Compilation – Based on client-provided information, primarily for internal use, giving you valuable insights for daily operations.

We’re here to help you make the most informed decisions for your business!

 At the heart of our work is your success—both personally and in business. We're here to help you uncover the factors holding back your profitability and growth, offering solutions that are not only practical but also grounded in technical expertise. Beyond just advising, we partner with you to develop flexible and comprehensive strategies that address the unique challenges your business faces.

Our services include:

• Accounting software selection and setup
• Choosing the right type of business entity
• Business valuations
• Assistance with buying or selling a business
• Estate, trust, and gift planning

Let us help you take your business to the next level!

 Welcome to Our Tax Services!

At our firm, we like to take a proactive approach to taxes, working with you throughout the year to find ways to save you money—both now and in the future. By staying up to date with the latest tax laws, we're always on the lookout for opportunities to minimize your tax burden and keep more of your hard-earned income.

Whether you're an individual or a business, we’re here to make the process easier and ensure you get the personalized attention you deserve. Our range of services includes:

• Tax planning & return preparation for:
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gifts
  • Not-for-profits
  • International tax filings
• Representation when dealing with tax authorities
• Guidance on divorce and support-related tax matters
• Advice on the tax impact of buying or selling a business

We’re always ready to help, so let us handle the complexities while you focus on what matters most to you. Reach out anytime—we’re here for you year-round!

At our firm, we work with a diverse group of clients, each with their own unique financial and tax needs. Over the years, we've gained extensive experience in handling a wide range of specialized areas. Our broad expertise highlights not only our versatility but also our commitment to delivering top-quality service to every client.

Here are some of the services we offer:

• Mergers & acquisitions
• Asset protection
• Investment reviews
• Bankruptcy guidance
• Litigation support
• Cash flow forecasting
• Employee benefit plans
• Expert witness services
• Placement Service ( We Work with a Trusted Partner)
• Human Resources Services

We're here to help with whatever financial or tax challenges you may face, ensuring you receive personalized and thoughtful solutions tailored to your needs.

Industry Specialization

With our over 45 years of Public & Government experience, we have specialization in the following areas:

Financial Services

Equine

Education

Lobbying 

Automobile Dealerships

Construction & Real Estate

Restaurants, Catering & Hospitality

Mortgage Bankers & Brokers

Professional & Medical Practices

Military Taxation

Expat Taxation

International Taxation

Self Employed Tax