Services

Our services go far beyond the traditional compliance, attest and historical services performed by all accounting firms. To support your short and long term goals, we look carefully at the bigger picture, assessing the current financial needs of your business and of your family, and then working closely with you to plan for the future.

Our service philosophy is: Proactive Planning Eliminates Reactive Solutions.

Each of our professionals is cross-trained to provide value-added advice and guidance in a wide variety of areas, including:

• Accounting and Audit
• Tax and Financial Planning
• General Business Consulting
• Estate Planning
• Employee Incentive Plans
• Entity Structuring
• Litigation Support
• Forensic Accounting
• Business Valuations
• Estate and Trust Accounting
• Collateral Audits

Our clientele consists of family-owned and closely-held businesses, ranging from those with no staff to large corporations with in-house chief financial officers. We pride ourselves on having close client relationships and work diligently to earn the trust and respect of our clients, becoming not only the accountant or auditor, but more importantly, the business advisor, management consultant and friend.