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.

Tax Services

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Accounting Services

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Audits, Reviews and Compilations

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 provide financial reporting on all three levels of assurance:

• Audit- an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Agreed Upon Procedures

We perform Agreed-Upon Procedures engagements to assist clients with an independent evaluation of subject matter and report the findings of the specific procedures performed.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. We are also ProAdvisors for Quickbooks and Account Edge accounting software.

Consulting Services

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for you and your management staff, we provide comprehensive, flexible strategies that address the issues affecting your business. We'll do what it takes to get the results.

*Entity selection

*Succession Planning

*Computer Consulting

*Accounts Receivable Management

*Cash Flow and Budgeting Analysis

*Management Advisory Services

*On Site Controller Support

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Miscellaneous

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Valuations and Litigation Support

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business, professional degree or pension is important. We can provide useful and objective analysis to assist you in the valuation of any or all of these areas.

Financial and Retirement Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Eldercare Services

Do you have an aging parent who needs assistance each month paying their bills and managing their paperwork?

Do you need the kind of help a trusted relative or friend might provide?

Do you need help making sure your loved ones are not being taken advantage of?

Do you need someone to act as your liason in financial or personal matters?

This is what Eldercare is all about. Don't let your careful planning for continued income be lost because no one was there to care. Adding Eldercare professionals to the diverse mix of people needed to fulfill the financial plan you or your loved ones has developed is a smart move. Ask us about a customized plan to fit your needs.

Various Services Available:

*Coordinating & evaluating long-term health care financial options

*Handling business and personal correspondence

*Intercepting telemarketing and junk mail scams, protecting you from financial predators

*Paying bills and bookkeeping, Balancing checkbook

*Serving as liaison in financial matters

*Preparing tax returns

*Handling estate details

*Coordinating investment programs

*Providing periodic reporting to client and/or family members.