Our Firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

Each of the three levels of service for financial statement reporting provides a different degree of usefulness. The level of service that is the right one for your business will depend on several factors including the requirements of your bank, the preference of the owners, governmental regulations and your future business plans. Our firm can assist in your decision of which level best suits your needs.

  • Review and Compilation Services

    A review expresses limited assurance that there are no material modifications that should be made to a company’s financial statements. A review results in the issuance of an accountant’s report.

    A compilation is limited to presenting in the form of financial statements information that is the representation of management. In a compilation, an accountant’s report is issued, but no assurance is expressed on the financial statements.

  • Audit Services

    Our audit approach is based on effective planning and risk assessment. We achieve this by being continuously involved with our clients throughout the year. We utilize communication and technology to ensure our audits are performed efficiently.

  • Private Companies and Not-For-Profit Organizations

    Our firm provides audit services to private companies and not-for-profit organizations in a variety of industries. Our audits provide credibility to our clients’ financial statements and add value by helping our clients achieve their financial objectives. Our firm has years of experience in the technical accounting, internal controls and operational aspects of auditing.

  • Employee Benefit Plans

    The Employment Retirement Income Security Act (ERISA) of 1974 requires certain employee benefit plans to annually file Form 5500, with an audit to the Department of Labor. Most plans with 100 or more eligible participants at the beginning of the plan year must have an independent accounting firm perform an audit of the financial statements of the plan. Our firm currently performs audits of several different types of employee benefit plans. We are available to review the specifics of your plan to assure all of the filing requirements are being properly met.

Emerging Business and Consulting Services

Our Company offers a wide range of services tailored for small and emerging businesses to help you improve business operations, boost efficiency, and increase the bottom line.

  • Litigation Support, Forensic Accounting, And Expert Witness Services

    Our Firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to help legal counsel assess financial damages and design equitable solutions. We can also provide services to help uncover malfeasance and financial irregularities.

  • Back-Office Accounting Services

    We provide quality “back-office” accounting services small to medium sized businesses. Our back-office accounting service allows our clients to easily outsource their day-to-day accounting tasks. We pay your daily bills, record your daily deposits, allowing our clients to focus on your their businesses. At the end of the month, we ensure your accounting data is reliable and organized, accounts are reconciled and we prepare your monthly financial statement for better business management.

  • Bookkeeping Write-Up

    Our firm provides full-charge bookkeeping services, including general ledger maintenance, bank statement reconciliation, and preparation of payroll tax and sales tax reports.

Tax Services

We offer a complete range of tax services including the following:

  • Tax Preparation and Planning

    Our firm offers professional preparation of all federal, state, and local tax returns. We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. We can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

  • Estate, Gift and Trust Tax Return Preparation

    Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We also offer estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

  • IRS and State/Local Representation

    We can provide complete representation services before the IRS as well as state and local taxing authorities for both individual and business tax arenas. We are also experienced in negotiating Offers in Compromise with the IRS. Our firm has represented taxpayers in front of the Large Business and International (LB&I) Division of the Internal Revenue Service.


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