Assurance Services
- Audits
- Reviews
- Compilations
- Agreed Upon Procedures
Taxation Services
- Individuals
- Businesses:
- Corporations
- Partnerships
- LLC
- Non-profit organizations
- Sole proprietorships
- Tax planning services
- Estates and trusts
- Gift tax
Accounting Services
- Monthly, quarterly or annual bookkeeping services
- Payroll calculation, tax deposit and reporting services, retirement plan transmissions
- 1099 preparation
- Sales tax return preparation
- QuickBooks software consultation, set-up assistance and training
- Business personal property returns
Consulting Services
- Entity selection
- Management support
- Strategic business planning
- Succession planning
- Purchases and sales of closely held businesses
- Litigation support