Accounting - We prepare compiled and reviewed financial statements. In order to prepare such statements which are meaningful and useful, we must become generally familiar with the client's operations. The knowledge gained during these engagements can also be applied to special assignments.


Financial Planning - An important part of our services includes personal and family financial planning. This area encompasses: i) evaluating personal goals and plans to achieve wealth, retirement, etc., ii) evaluating proposals for business incorporations, mergers acquisitions, liquidations and pension plans, iii) analysis of appropriate tax elections and iv) reviewing tax consequences of investments.


Management Consulting - We provide our clients a wide variety of management advisory services, including review, evaluation and recommendations in the following areas: i) organization and general management, policies and operations, and long range planning and ii) office and accounting procedures.


Tax Reporting - We help our clients complete tax returns or other reports that are required to be filed with the various taxing authorities and other regulatory agencies.