PERSONAL SERVICES
• Bookkeeping Services
• Charitable Gifting & Planning
• Divorce Tax Structuring
• Estate Tax Planning
• Financial Planning
• Preparation of Budgets
• Retirement Planning
• Tax Planning

IN CONNECTION WITH THE ABOVE WE PREPARE: financial statements, prospective financial statements with forecasts and projections, as well as individual, estate, gift, and fiduciary tax returns

AUDITING SERVICES REPORTING ON:
• Application of accounting principles
• Compliance with contractual agreements or regulatory requirements
• Comprehensive bases of accounting other than GAAP
• Financial information presented in prescribed forms or schedules
• Internal auditing control
• Performance of agreed upon procedures
• Specified Elements, Accounts or Items

BUSINESS SERVICES
• Accounting for business acquisition & reorganization
• Business sales & purchases
• Bookkeeping services
• Buy-sell agreements
• Design accounting systems
• Design internal control systems
• Preparation of budgets
• Retirement plan
• Tax projections & forecasts
• Valuation of business for estates & litigation

IN CONNECTION WITH THE ABOVE WE PREPARE: financial and prospective financial statements of forecasts & projections, partnership, corporate, and non-profit tax returns in addition to payroll and retirement plan returns.

OTHER SERVICES
• Conservatorship reporting
• Consulting reviews
• Peer Review Reports
• Quality Review Reports