Client Services

With experienced professionals, we provide unsurpassed personalized attention and quality service to our clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.



Financial Statement Audits and Reviews

Financial Statement Audits and Reviews


— Financial Statement Audits and Reviews

— 401(k) Plan Audit

— Not-For-Profit Audit

— A-133 Audit

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Business Consulting


We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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International Taxation


Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

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Tax Compliance


We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and advice throughout the year. Tax services offered include but are not limited to:

— Tax Compliances

— Taxing Authority Representation

— Divorce And Support Issues

— Tax Effects Of Buying/Selling A Business 

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Tax Consulting


Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by providing due diligence service; assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.


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Agreed-Upon-Procedures


— Inventory Observation

— Due Diligence

— Common Area Maintenance (CAM) 


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