Personal Income Tax Returns
Partnership Tax Returns
Corporate Tax Returns
Fiduciary Tax Returns
Tax Research & Planning
IRS Correspondence/Audit Representation
Financial and Estate Planning
Audit, Compilation & Review Services
Agreed Upon Procedures
General Accounting Services
General Ledger Service
Monthly Financial Statements
After the Fact Payroll
Monthly & Quarterly Report Preparation
Year-End Report Preparation
Management Advisory & Consulting Services
Accounting Software Consulting
Mergers & Acquisitions
Management Advisory Services
In recent months we have assisted our clients with the following
“Non-Traditional” Professional Services:
Assisted with the executive search for a large company, which needed a comptroller. We coordinated the media announcements, conducted initial screening of resumes, conducted preliminary interviews and presented our client with a “short list” of viable candidates. Ultimately, a candidate from the “short list” was employed.
Completed the valuation of a Company to assist in the property settlement of a divorcing couple, including analysis of company tax returns, financial statements and other data, court testimony and expert witness commentary was provided as well.
Observed the physical inventory for a chemical company at the request of an out-of-state CPA firm. Included was a description of the physical plant, details of products and methodology of the observation and appropriate documentation.
Assisted with all of the financial needs of a terminally ill client who had no local family members for support. We assisted with the design of a trust document to direct her requests and we serve as co-trustees of that trust. We correspond regularly with the beneficiary and provide assistance whenever required.
Provide all financial services for an incapacitated elderly widow, including all bill payment and assistance with routine financial matters. We correspond regularly with the client’s out-of-area children to keep them informed of their mother’s situation.
These are but a few of the services we provide for our clientele. They clearly demonstrate the flexibility and collaborative nature of the various services the Firm can provide.