Client Portal

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We continue to believe in the value of relationships.

We view every client relationship like a partnership, and truly believe that our success is a result of your success.

Consulting Services

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. The following are just a few of the areas in which we provide consulting services:

Consulting Services

Accounting Software Selection & Implementation

There are a number of computerized accounting software packages available for small businesses and individuals and selecting one that is right for you can be difficult. Our experienced staff can help you choose and implement the system that best fits your needs.

Asset Protection Consulting

An asset protection, or wealth preservation plan, may make the enforcement of judgments against protected assets more difficult while allowing the owner of protected assets to retain substantial control over these assets. Our firm can assist you and your attorney with an asset protection plan that may include family limited partnerships, corporations, limited liability companies and/or trusts.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective planning and coordination of the transition of your business to your successors is critical to ensure its continued success. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business transfers and/or continuation and can assist you in developing a strategically sound plan.

Business Valuations

Whether you are thinking of buying or selling a business, succession planning or you are responsible for Estate or Gift filings, determining the appropriate value of your business is important.  Our team includes credentialed business valuation experts that can meet your needs.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our professional staff has the experience to guide you through the acquisition/disposition process by addressing issues such as transitioning, cash flow analysis and tax considerations.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate Planning

Effective estate 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. We can guide you through the complex process of getting your financial affairs in order.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Mergers & Acquisitions

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

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Successful implementation and periodic review of your financial plan to achieve financial independence during your working years that will last through your retirement years.