Expertise that meets you
where you are.

Thoughtful planning and accurate preparation work together. We help individuals and businesses develop tax strategies that account for new tax laws, changing circumstances, and long-term goals.

Our investment in tax preparation and research software helps us prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

We help organize the financial and tax considerations involved in transferring assets to beneficiaries, providing for a surviving spouse, and planning for business continuity.

Our experience with federal and state tax agencies helps us represent clients and address tax matters with informed, professional guidance.

Timely, accurate financial information is a foundation for a stronger business. Our accounting services include general ledger and financial statement preparation, monthly, quarterly and annual bookkeeping, accounting system setup, computerized payroll, business tax return preparation, personal financial statements, and litigation support.

Well-organized financial records support the everyday work of running a business. Our qualified staff can assist with day-to-day bookkeeping tasks and help keep your financial information meaningful and accessible.

Even a profitable business can face cash flow challenges. We help forecast and evaluate your financial condition, estimate financing requirements, and track the sources and uses of cash.

From straightforward projections to complex financial modeling, we help you look ahead, understand the financial implications of decisions, and work toward your company’s goals.

We offer financial reporting services at three levels. An audit provides the highest level of assurance through an intensive examination. A review uses analytical procedures and inquiries to provide limited assurance. A compilation presents financial information provided by management without providing assurance. Our approach also looks for constructive ways to improve profitability and efficiency.

We help identify issues affecting profitability and growth and develop practical, technically sound solutions. As a sounding board for management, we offer flexible strategies grounded in the needs of your business.

Choosing a sole proprietorship, corporation, partnership, or limited liability company can have lasting tax consequences. We help evaluate the advantages and disadvantages of each structure for your business.

A well-coordinated transition helps protect the business you have built. We help address the tax and financial issues involved in transferring a business to the next generation of owners or leaders.

The structure of a purchase or sale matters. We guide clients through acquisition and disposition considerations, including cash flow analysis and the tax implications of a transaction.

Our consulting services include accounting software selection and implementation, entity selection, business valuations, buying or selling a business, computer systems, financial and retirement decisions, and estate, trust and gift planning.

We help bring your financial affairs into order so you can plan for the orderly transfer of assets, provide for loved ones, and consider continuity and succession for your business.

A structured financial plan helps you prepare for each stage of life. We help assess your financial needs and develop strategies aligned with your goals and financial security.

We act as a sounding board as you develop your investment strategy. Working with you and your investment advisor, we help consider tax implications and after-tax returns.

Qualified retirement plans can offer tax advantages for closely held businesses and self-employed individuals. We help evaluate pension and profit sharing options for you and your employees.

We help with the implementation and periodic review of your financial plan, keeping your working years and retirement goals in view.

Employer-provided benefit plans involve complex accounting and tax considerations. We can assist with the development, implementation, and administration of your plan.

When litigation calls for a qualified professional opinion, we can serve as expert witnesses to help support or evaluate evidence presented to the court.