Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. We group our services into three main categories: Accounting and Assurance Services, Tax Services, and Consulting Services.

Accounting and Assurance Services

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 can assist you with preparing financial statements for internal use or for external users such as banks, investors, or other regulators.

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Tax Services

Our highly experienced team and significant investment in tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Consulting Services

Whether preparing and planning for opening a new business, making plans for succession, or needing expertise somewhere in the middle, our professionals stand ready to provide timely and forward-thinking solutions.

We also provide estate and retirement planning for individuals.

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