All Accounting Services – preparation of various levels of financial statements including compilations, reviews and certified audits i.e. Computers – set up and monitor of computer business programs such as QuickBooks, Excel, FAS (estates & trusts).
Tax Services – including businesses, trusts and estates, individuals, exempt organizations and qualified plans (including pensions and 401Ks).
Tax Planning – minimizing tax for both business and personal transactions.
Estate Planning – including the assistance of preparation of wills, trust documents in order to minimize tax impact and to assist in passing wealth from one generation to the next.
Investment Strategies – we have access to various professional investment managers to fit each individual
and their specific investment needs.
Retirement Planning – our contacts include insurance/retirement specialists in order to help clients
with various strategies in planning for their retirement.