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The traditional services that we offer are:
ACCOUNTING AND AUDITING
- Preparation of compiled, reviewed and audited financial statements
- Monthly bookkeeping services, including payroll tax reporting
- Performance of agreed-upon procedures
- Preparation of budgets, forecasts and projections
- Review of internal controls
INCOME TAXES
- Preparation of individual income tax returns - federal and all states
- Preparation of business entity income tax returns - federal and all states
- Preparation of estate income tax returns - federal and all states
ESTATE AND TRUST SERVICES
- Personal Representative Services
- Trustee Services
- Probate Filings
CONSULTING AND MANAGEMENT ADVISORY SERVICES
- Business management consultation
- Assistance in developing accounting systems and controls
- Preparation of business valuations
- Litigation support services
- Computer software selection and installation
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