Certified Public Accountants and Consultants

Client Services

Our firm offers a wide range of services to our individual and business clients. 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.  


Client Services


Audit & Assurance

Managed by a skilled partner and associates, you will work with professionals who have a true understanding of your business. Given that our primary goal as auditors is to study and obtain an understanding of the system of internal control. As well as examine on a test basis, financial statements to render an opinion on their fairness. We are prepared to assist you with opportunities as well as unexpected challenges.

The firm offers the following services: 

  • Audits of financial statements
  • Reviews of financial statements
  • Compilation of financial statements
  • Agreed-upon procedures
  • Governmental audits
  • Single audits under Uniform Guidance
  • HUD audits
  • Charter school audits
  • Program specific audits
  • Performance and operational reviews

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Tax Compliance & Consulting

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 the taxation expertise and knowledge that they deserve throughout the year.

The firm offers the following services: 

  • Tax return preparation for individuals, corporations, partnerships, trust, estates, and not-for profit organizations
  • International taxation
  • IRS Representation
  • Payroll tax returns and consulting
  • Tax planning
  • Sales tax services
  • Estate and trust tax consulting
  • Formation of non-profits & obtaining of tax-exempt status

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Accounting

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 a full range of cost-effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Outsourced Accounting
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Cash flow & Budgeting analysis
  • Financial forecast & projections

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Business Advisory

Business Advisory Services comprise the full range of other services we provide to our clients to assist them in dealing with the ever-increasing complexity of running a business or their personal financial affairs.

The firm offers the following services: 

  • Business planning
  • Debt & financing services
  • Cash management
  • Cost and budgeting models
  • Assistance in buying/selling a business
  • Computer system design, selection and implementation
  • Internal control evaluations
  • Operational reviews
  • Asset management services
  • Database development

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