Services Offered

Our areas of concentration and expertise include:

• Tax/financial planning for individuals, businesses, trusts and estates
• Tax return preparation for individuals, trusts and estates, corporations, partnerships, and non-profit organizations including IRS representation
• Bookkeeping and financial statement preparation (QuickBooks ProAdvisor)
• Payroll services including live payroll processing and quarterly/year end payroll report preparation
• New business incorporations/consultations including choice of entity (Inc vs LLC) discussion
• Assurance services - audits, reviews, and compiliations

-Non-public companies audits

-Non-profit organizations/Yellow Book audits

-Broker-dealer audits

-HUD audits

-Student Financial Assistance (SFA) audits

-401(k) audits

-Public company (SEC) audits

• Investment management
• Special projects such as AHCA applications for Assisted Living Facilities