Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
A-123/CFO Act Audit Support Services
Provide guidance to Federal managers on improving the accountability and effectiveness of Federal programs and operations by establishing, assessing, correcting, and reporting on internal control.
Bookkeeping Services
We manage day-to-day finances for small businesses so you can keep your business running smoothly. Purchases, sales, invoices, payroll, and more all fall under bookkeeping tasks.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Tax Preparation & Planning
Individual income tax filing or complex tax returns for business owners. An error on your tax return can be costly, you need a tax preparation expert to ensure its accuracy. Whether you use a computer software program or an online service, there is no substitute for the services provided by one of our tax advisors or CPA.
vCFO (Virtual CFO Services)
Outsourced high-skill assistance in the financial requirements of an organization, just like a chief financial officer does for large organizations.