Accounting and Audit

Preparation of non-audit and audit reports for interim periods as well as annual reports. We also perform financial statement audits, reviews, and compilations.

Financial Reports

Preparations of monthly, quarterly, and year-end financial statements for a broad range of small to medium-sized business clients, including corporations, non-public companies and non-profit organizations.

Income Tax Preparation and Filing

Ensuring filing obligations are met, we prepare and file annual tax returns for hundreds of individual clients and for a variety of profit and not-for-profit businesses, including trusts and limited partnerships.

Tax Planning

We offer a holistic approach to strategic long term, annual and mid-year tax minimization planning and forecasting services to maximize after-tax returns.