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