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Audit & Attestation

- Audit, Review and Compilation Services

- Personal Financial Statements

- Retirement Plan Audits

- Internal Control Evaluations and


- Agreed Upon Procedures

- Engagements Forecasts and Projections


Business Consulting

- Acquisition and Sales Planning

- Implementation

- Compensation Planning

- Financial Analysis

- Estate, Trust and Gift Planning

- Performance Improvement

- Strategic Planning

- Succession Planning

- Type of Entity Selection



Business Valuation

Divestitures, Mergers and Acquisitions

- Estate Planning

- Investment Decisions

- Litigation Support

- Matrimonial Property Divisions

- Shareholder Disputes

- Succession Planning



Estate and Trust

General Tax Consulting and Planning

- Estate and Trust Settlement Guidance

- Trust and Estate Administration

- Federal and State Fiduciary Income

   Tax Preparation

- Federal and State Estate and Gift Tax

   Preparation and Projections

- Post Mortem Tax Planning

- Trust Planning and Implementation

- Business Succession Planning

- Preparation of Court Accountings

- Charitable Gift Planning

- Asset Protection Planning

- Estate Planning Document Review

- Conservatorship Services


Payroll and Accounting

- Accounting System Set-up for New

- General Ledger and Financial Statement

- Bookkeeping (Monthly/Quarterly/Annually)
- Cash Management Services
- Set-up and Maintenance of Depreciation



Tax and Compliance

- Business Structure Planning
- Corporate Reorganization and Restructuring
- Divorce and Support Issues
- Federal and State Tax Return Preparation
- Mergers and Acquisitions
- Tax Effects of Buying/Selling a Business
- Tax Planning and Implementation
- Representation Before Federal and State    

   Taxing Authorities
- Retirement and Estate Planning
- Succession Planning


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