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Your Partner in Financial Success

For over 40 years, our firm has been dedicated to providing exceptional accounting and tax preparation services to individuals and businesses across the country. Our expertise spans a wide range of industries, from horse racing to manufacturing, and we take pride in our ability to provide personalized attention and professional expertise to each and every client.

Our Services

At our firm, we understand that every client is unique, with their own set of financial and business needs. That's why we offer a comprehensive range of services designed to meet your specific needs. Whether you're an individual seeking help with tax preparation and planning, or a business owner in need of accounting and financial services, we've got you covered.

Tax Management

Our tax management services are designed to help you navigate the complexities of tax preparation and planning. We offer a wide array of services, including:

  • Preparation of income tax returns for individuals, corporations, partnerships, exempt organizations, estates, and trusts
  • Analysis of tax consequences of proposed transactions
  • Preparation of year-end projections to minimize tax liabilities
  • Representation of clients during audits by tax agencies
  • Non-filed tax returns and back taxes owed
  • IRS Payment Plans

Accounting Services

Our accounting services are designed to help you achieve your financial goals. We offer a comprehensive range of services, including:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, annually)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Estate and trust accounting
  • Bank reconciliations
  • Payroll and sales tax services
  • AR & revenue recognition
  • Variance analysis
  • Fixed asset accounting
  • Assurance and advisory services
  • Financial projections and forecasts
  • Debt and finance advice
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
  • Compilation
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support

Estate and Trust Services

Our estate and trust services are designed to help you navigate the complexities of estate and trust administration. We offer a wide range of services, including:

  • Preparation of estate tax returns
  • Preparation of annual trust income tax returns
  • Preparation of annual gift tax returns
  • Coordination with legal counsel for the creation and utilization of trusts and family limited partnerships

Our Expertise

With over 40 years of combined experience, our team has the expertise and knowledge to help you achieve your financial and business goals. Our firm is fully computerized and continuously updated on the latest tax laws. We take pride in our ability to provide personalized attention and professional expertise to each and every client.

Contact Us

At our firm, we take pride in our ability to provide exceptional accounting and tax preparation services to individuals and businesses across the country. If you're seeking a trusted partner to help you achieve your financial and business goals, contact us today to learn more about our services and how we can help you succeed.

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