| Accounting & Audit Services |
| The Firm provides audit services to small and
medium-sized private companies, and to non-profit
organizations. To strengthen management procedures and
improve operating results, we supplement our audit report
with suggestions for attaining these goals.
We believe in
making financial statements simple and understandable while
conforming to the latest pronouncements of the Financial
Accounting Standards Board and other rule-making bodies. |
| Attestation Services |
| We help provide business owners and members of their
respective Board of Directors with assurances about all
specific subjects, such as the Company's internal control
over financial reporting. |
| Bookkeeping & Write-Up Services
|
| We prepare compiled financial statements and maintain
the general ledger in a time frame that meets your
organization's requirements. This information will be shown
logically and organized in a way to help the client make
relevant and informed managerial decisions. |
| Business
Valuations |
| We assist in determining the
estimated value of a business for both litigation and
non-litigation purposes. Valuation methods vary by industry
and we determine the appropriate valuation method. The Firm
has participated in buy-outs, litigation and complex
business valuations.
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|
Compensation Agreements |
| The Firm designs and implements
compensation agreements based on revenue and expense
sharing. The continual review and maintenance of these
models is essential for the agreements success.
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| Complete
Payroll Services |
| Moving your existing payroll services
to an external, competent and reliable organization is
essential to maintain your organization's privacy. The Firm
adheres to a strict confidentially policy when it comes to
all aspects, including payroll services. We provide payroll
check processing, direct deposit and all payroll tax return
filings.
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| Condominium
Associations |
| We provide total accounting and
property management services for associations. This
includes invoicing and collection of residents’ association
dues and payment of all association invoices on a timely
basis. We assist in the preparation and board presentation
of the association's internal financial statements and all
required tax returns.
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| Estate Planning |
| We support your attorneys and
financial advisors in the planning for the minimization of
estate tax liabilities while assuring that your goals and
expectations are met currently and into the future.
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| Financial
Statement Reporting |
| We assist clients in the preparation
of their compiled or reviewed financial statements. The
level of service depends on the client's needs. These
services, unlike an audit, require that we express no
opinion or any other form of assurance on the underlying
information included in the financial statements.
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| Legal
Support Services |
| A substantial portion of the practice
has evolved from services provided to the legal community.
Services include divorce, bankruptcy, separation planning,
structured settlement, court appointed receiverships,
mediation, and valuation of closely held businesses.
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| Probate &
Estate Administration Services |
| We provide administrative assistance,
prepare inventories and probate accountings to those who
have the responsibility of administering estates. We also
prepare federal estate tax returns and income tax returns as
needed.
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| Retirement
Planning |
| We realize that the retirement goals
of each of our clients are unique. We assist in the
creation, design and administration of appropriate
retirement vehicles. The Firm is also dedicated to providing
periodic review of client goals during the employment and
retirement years.
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| Specialized
Accounting Services |
| Specialized accounting services
provide the client with a range of personal services
designed to their needs. We assist in establishing basic
accounting records required by your organization. This
includes construction, implementation and maintenance of
accounting systems on your packaged internal software (i.e.
QuickBooks™, Peach Tree™, etc.).
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|
Tax Preparation & Planning Services |
| A complete and diversified tax
(corporate, personal and estate) service is provided,
including the preparation of federal, state and local tax
returns. Tax planning is emphasized continually throughout
the year to help minimize the tax burden.
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