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.

Tax return preparation – Federal & State:

  • Individual
  • Business
  • Estates & Trusts
  • IRS correspondence
  • Audit representation

Accounting:

  • Financial statement compilation and review services
  • Accounting
  • Payroll
  • Part-time Controllers

Acquisitions:

  • Target selection
  • Modeling & financial structuring
  • Negotiation strategy & assistance
  • Due diligence planning and oversight
  • Post-acquisition integration

Consulting:

  • Board of Directors service, including Audit Committees
  • Business capitalization, including acquiring debt and equity
  • Technology utilization, outsourcing and cost control
  • Business work-outs
  • Retirement and business exit strategies
  • Supply chain optimization
  • Litigation support
  • Expert witness research and testimony