Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients enjoy personalized, quality service that is beyond comparison. Below is a list of the services that we offer to our clients, but by no means is it comprehensive. Should you have a need that is not listed, please contact us today so we can help you.

Assurance Services

• Financial Statement Audits, Reviews, and Compilations

• Audits in accordance with Governmental Auditing Standard and Uniform Guidance

• Audits of Employee Benefit Plans

• Agreed-upon Procedures

Tax compliance

• Income Tax preparation for:

  • Individuals

  • Businesses

  • Estates & Trusts

  • Non-Profit Organizations

• Estate & Gift Tax Returns

• Multistate Taxation

Consulting

• Business Consulting

• Financial Forecasts & Projections

• Tax Planning

• Mergers & Acquisitions

• IRS Representation