Our Services

Audits offer the highest level of assurance to third parties and include in-depth examination and confirmation of account balances, inventories, and selected transactions. Audits enhance confidence in your financial statements and can provide the means to advise on best business practices and improvements to your accounting and internal control systems.

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Reviewed financial statements provide a level of assurance that can not be obtained by compiled financial statements.

We can perform other assurance services that relate to other financial information besides financial statements. For instance, for attesting to specific grant compliance or reviewing specific internal controls, to just name a few ways we have worked with clients to perform other assurance services. The process begins by developing specific tests or procedures that we will do to provide you assurance you need in a particular area.

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We help clients maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level.

The range of needs for valuing businesses continues to widen, we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.

We assist clients in sorting out the different options available for debt management and financing that will lower their payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

We review your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.