Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients 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

  • Audits, Reviews and Compilations

  • Bookkeeping/Write-Up

  • Cash Flow & Budgeting Analysis

  • Financial Statements

  • Consulting Services

  • Accounting Software Selection & Implementation

  • Business Consulting

  • Business Succession Planning

  • Business Valuations

  • Buying & Selling a Business

  • Estate Planning

  • Fraud Prevention & Detection

  • Financial Planning

  • Investment Review

  • Pension & Profit Sharing Plans

  • Retirement Planning

  • Tax Services

  • Estate & Trust Tax Preparation

  • IRS Representation

  • Payroll Services

  • Tax Planning & Preparation

  • Other Services

  • Certified Quickbooks Pro Advisor

  • Employee Benefit Plans

  • Mergers & Acquisitions

  • Personal Financial Planning

  • Not-For-Profit

  • Peer Reviews for CPA Firms