Who Are You?
Whether you are an individual who wants to minimize their taxes or a business that wants to expand, we are an accounting firm that has helped clients succeed in all walks of financial life. No matter what service you require you can rest assured we take your business personally. We will address your accounting needs as we would our own personal affairs or business accounts. To learn more about the services we can provide for you, please click on the link that most closely describes your interest in our firm.
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For individuals, we provide tax planning and preparation, estate planning and personal financial planning. Our goal is help our clients maximize wealth, minimize taxes and meet their financial goals.
For closely-held businesses of all sizes, we offer a wide variety of tax, financial statement services (audit, review, or compilation) and consulting opportunities.
We often begin with start-up ventures, consulting on most advantageous legal form for the business to take, designing a chart of accounts, screening potential bookkeepers and providing advice on various other issues. We offer computer consulting services for start-up and existing businesses. Growing businesses often utilize our controller services.
Our services continue throughout the business cycle, including succession planning and sales of businesses. At various stages, it is useful to have a business valuation performed.
In addition to compilations, reviews and audits of various nonprofit organizations, we provide tax services, assistance with applications for tax-exempt status, internal control evaluation and recommendations. Our general consulting practice concentrates budgeting, unrelated business income taxes, fiduciary responsibilities and specialized accounting procedures. We serve public charities as well as private foundations and are qualified to audit organizations receiving federal funding.
Our licensed municipal auditors provide reviewed and audited financial statements for a wide variety of cities, counties and special districts. We also provide consulting on budget and grant compliance issues and analyses of internal controls.