Expert Tax, Accounting, and Advisory Services Under One Roof

We provide tax preparation and planning services for individuals, businesses (Corporations – S and C, partnerships, LLCs etc.) as well as trusts, estates and gift tax returns.

We provide Financial Statement Preparation engagements at the following levels. Preparations, Compilations and Reviewed Financial Statements. We are experts in construction accounting and can prepare all the schedules your bonding underwriters want and need including Work in Process Job reporting. We also prepare financial statements in accordance with other methods of reporting such as cash basis or income tax basis methods.

We can determine the best entity type for your new business by walking you through the pros and cons of each entity type. We can also assist in proper entity setup and administration.

We can help you navigate complex and shifting tax laws in order to smoothly facilitate the transfer of assets while minimizing the tax liability of your beneficiaries.

We can assist you in decision making processes such as asset allocation, retirement plans, college education funding, and business succession planning to reach your retirement goals.

We can assist you in various advisory engagements, including but not limited to: property settlements, business valuations, cost accounting services and other managerial accounting services.