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Services

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Tax Services

 

Personal Income Tax Returns

Partnership Tax Returns

Corporate Tax Returns

Fiduciary Tax Returns

Tax Research & Planning

IRS Correspondence/Audit Representation

 

 

Financial and Estate Planning

 

Retirement Planning

Estate Planning

 

 

Audit, Compilation & Review Services

 

Audits

Compilations

Reviews

Agreed Upon Procedures

 

 

General Accounting Services

 

Bookkeeping

General Ledger Service

Monthly Financial Statements

Accounts Receivable

Billing Services

Payroll Preparation

Accounts Payable

Payroll Preparation

Live Payroll

After the Fact Payroll

Monthly & Quarterly Report Preparation

Year-End Report Preparation

1099 Reporting

 

 

Management Advisory & Consulting Services

 

Accounting Software Consulting

Computer Consulting

Mergers & Acquisitions

Management Advisory Services

Financial Forecasting

Succession Planning

 

 

Non-Traditional 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.