Tax and Accounting Solutions for Every Crossroads.

Audit + Attest

  • Audited Financial Statements
  • Reviewed Financial Statements
  • Compiled Financial Statements
  • Agreed-Upon Procedures
  • Internal Controls & Fraud Prevention Engagements
  • Customized Management Reporting

High-net worth individual services

  • Tax Planning & Return Preparation
  • Estate & Gifting Strategies
  • Retirement Strategies
  • Financial Planning
  • College Planning
  • Retirement Projections
  • Second Home Purchase & Major Asset Decisions
  • Stock Option Strategies
  • Build & Transfer Wealth Over Time

Business Advisory Services

  • Goal Setting & Profit Growth
  • Financial Reporting, Audits, Management Reports
  • Tax Planning, Gifting, & Estate Planning Strategies
  • Part-Time CFO & Controller Services
  • Outsourced Accounting
  • Cash Flow, Budgets, & Financing Needs
  • Exit, Transition, & Succession Strategies
  • Managing In-House Accounting Personnel
  • Handling Specific Accounting Group Functions
  • Succession planning