Services

Tax Planning & Compliance

• Individual tax return preparation and planning.

• Corporate tax return preparation and planning.

• Partnership and LLC tax return preparation and planning.

• State and local tax compliance.

• Trust and estate.

• Non-profits.

Assurance & Attestation

• Review and compilation services.



• Agreed-upon procedures engagements.

Accounting & Bookkeeping

• Full-cycle bookkeeping and general ledger maintenance.

• Accounts payable and receivable management.

• Monthly or quarterly financial reporting.



• Budgeting and forecasting assistance.

Consulting & Advisory

• Business advisory services.

• Financial planning and analysis.

• Mergers and acquisitions due diligence.



• Succession planning and exit strategies.

Payroll &

HR Services

• Payroll processing and tax withholding.

• Payroll compliance and consulting.



• Employee benefits administration.

Other

• Customized financial accounting services.

• IRS dispute resolutions.