Our Services

Tax Services:

  • Private Tax Compliance & Consulting Services
  • Business Tax Compliance & Consulting Services
  • Commercial Transactions & Private Equity Services
  • State & Local Tax Services
  • Federal Tax Consulting Solutions
  • Federal Tax Services
  • Compensation & Employee Benefits

Entrepreneurial Business Services:

  • Accounting Services
  • Accounting Software
  • Payroll Processing & Reporting
  • Income Tax
  • Reviews & Compilations
  • Business Advisory Services
  • Sales Tax Reporting
  • Accounts Payable

CFO/Controller Services:

  • New Accounting Pronouncements
  • Cost Accounting Implementation
  • Buy-Sell Agreements
  • Internal Control Review & Improvements
  • Budgeting, Projections & Performance
  • External Audit Preparation
  • Financial Analysis
  • Financial Reporting Design and Analysis

Process Engineering:

  • Lean Six Sigma, Training and Project Leadership
  • Software Selection and Implementation Management
  • Process Engineering & Continuous Improvement
  • Change Management Support
  • Kaizen Facilitation

Business Management:

  • Strategic and operational planning
  • Balanced Scorecard Creation
  • KPI Identification
  • Project and Program Management
  • Divestiture & Integration Management
  • Margin Analysis
  • Business Valuations
  • SWOT Analysis

Tax:

  • Tax Research
  • Income Tax Planning
  • Estate and Trust Planning
  • State Tax (Income, Sales, etc.)
  • Federal & State Tax Credits
  • DISC Formation

Financial Services:

  • Personal Financial Planning
  • Retirement Services

Special Services:

  • Accounting & Financial Reporting
  • Forecasting & Projections
  • Debt Management
  • Loan Packaging

Valuation & Forensic Services:

  • Financial Reporting & Compliance
  • Tax & Compliance

Employee Benefit Plans

  • Employee Benefit Plan Audit Services
  • Qualified Retirement Plan Services

Audit & Other Assurance:

  • Audit Services
  • Review Services
  • Compilation Services
  • Information Security Services
  • Other Assurance Services