Our Clients

Corporate clients

Our typical corporate clients include closely-held businesses, including corporations, partnerships, and real-estate ventures.  Many of our clients are in the construction, distribution, manufacturing, professional services, real estate, retail, and technology industries.   

Individuals

We specialize in providing tax planning and compliance services to high income and high net worth individuals.  Our objective is not simply to prepare your tax returns.  Our ultimate goal is to provide you with superior service and proactive tax and accounting advice designed to reduce your tax liability and help you manage your tax obligations.

Our Services

Our firm offers a wide range of services to our individual and business clients. Below we have listed our primary services along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides consulting services including assistance from our Certified QuickBooks Pro Advisors. 

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on for-profit entities and employee benefit plans on all three levels of assurance:

• Audit - an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. 

Tax Services

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with taxation expertise and knowledge throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

     - Individuals

     - Corporations

     - Partnerships

     - LLCs/LLPs

     - Estates, trusts & gift

     - Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

*Entity Selection

In addition, our experience with the taxation of U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Litigation Support

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Our level of competence allows us the opportunity to function as expert witnesses.

Bankruptcy

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Bankruptcy

We have extensive experience assisting Trustees with tax and accounting matters in Chapters 7 and 11 bankruptcy cases.