Tax planning & preparation for businesses & individuals

We offer professional preparation of all federal, state, multi-state, and local tax returns. We continuously monitor federal & state tax law changes to allow our clients to minimize current & future tax liabilities.

Financial statements, business & personal

You and your business need professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help you eliminate inefficiency and realize your full profit potential.

Fraud prevention and forensic accounting

Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement the systems to detect and deter fraudulent activity. For those unfortunate to have incurred a loss, our Forensic accounting team can be utilized to determine the extent of loss and what happened to the missing funds or assets.

IRS and state/local audit representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS to help reduce your tax liabilities.

Buying & selling a business

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Cash flow & budgeting analysis

Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable. Business owners and managers often need to project what the business will look like in the future. This can be critical in order to prove your case to potential investors by showing how much capital is required and how soon the business will be profitable. There are many other reasons to do formal projections. We can aid you in this important process.