Accounting and Write-up Services

We take our clients’ financial information and organize it into financial statements in accordance with generally accepted accounting principles (GAAP). We help our clients understand and interpret their complex financial reports in layman terms so they can use them as a management tool effectively and make crucial business decisions.



Forensic Accounting

Forensic Accounting is the specialty practice area of accounting engagements to assist clients in investigation of fraudulent activity and to help create anti-fraud environment at workplace. We provide novel propositions and designs for reducing fraud and theft. You can rely on our trusted professional counsel during such difficult times.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to its financial goals. From projections to complex financial modeling, our experienced staff can assist you in achieving your company's objectives. Furthermore, we can also represent your company before banks, investors, buyers or sellers, including preparation of Projections, Forecasts, and Private Placement Memorandums (PPM).


Assurance Services

We provide our business clients three distinct levels of assurance services relating to financial statement reporting.



Audits

Audits are often necessary to comply with the requirements of lending agencies and financial institutions, suppliers, regulatory agencies or others who rely heavily on the information contained in your financial statements. This is an intensive examination with the highest level of assurance.

Review

Review is an evaluation of your company's financial statements using management inquiries, analytical procedures, and our knowledge of the industry and your business. The scope of a review is less than an audit, but it provides "limited assurance".

Compilation

Compilation requires the assembling of financial data from your accounting records and presenting, in the form of financial statements, information that is the representation of management (owners) without undertaking to express any assurance on the statements. This is the most basic level of assurance.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to peaks and valleys in cash flow. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses on a monthly, quarterly, or annual basis. Additionally, our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables.

We listen to our clients to gain an in-depth understanding of their business and specific needs. Please free to call or email us whenever you need additional information.


Tax Planning & Compliance

Through a proactive approach, we seek to minimize the tax burden and maximize the available tax benefits for individuals and businesses.

  • Prepare Federal and State taxes for individuals, partnerships, corporations, and other entities
  • Provide year-round planning to minimize tax liability
  • Represent clients before IRS for tax audits
  • Entity selection tailored to your needs
  • Provide litigation support for any business disputes

We do federal and franchise tax planning, consulting and preparation, including review of previous returns for possible refund opportunities. Our firm continuously monitors federal, state, and local tax law changes to provide our clients with services that help them avoid pitfalls and take advantage of existing opportunities. We take a proactive approach by meeting with our clients before the end of each year for tax and financial planning and tax projections. This allows our clients to plan properly and avoid unnecessary tax surprises.



We aggressively identify planning opportunities and coordinate your finances within the complex requirements of the federal, state and local tax laws to help you realize your goals and minimize your tax expense.

Litigation Support and Expert Testimony
  • Litigation Support Services
  • Expert testimony on valuation, tax, and accounting matters
  • Fraud investigation
  • Assessment of claims and damages
  • Assistance with discovery and cross-examination

Other Services
  • Retirement Planning
  • Pension and Profit Sharing Plans
  • Business Succession Planning
  • Employee Benefit Plans
  • Mergers and Acquisitions
  • Bankruptcies
  • Mediations
  • Serve as an advisory member of the board