Offering clients access to a wide range of tax, accounting, auditing and financial services including: Tax Planning & Preparation - Our tax planning services encompass corporate, partnership, estate, trust and individual taxation needs and include review of compensation and fringe benefit plans; fixed asset acquisition analysis; and tax issues related to choice of legal entity planning. Management Consulting Business valuations Forecasts and projections Business mergers and acquisitions Profit improvement and cost containment Small Business Services - We assist our small business clients with monthly write-up services, payroll tax solutions, preparation of financial statements, W-2, and corporate tax returns. We also provide helpful advise on business start-up procedures. Accounting and Auditing Services- We can provide client with compiled, reviewed or audited financial statements, as well as agreed upon procedures reports, financial projections and forecasts. Retirement Planning - We provide our clients with access to full retirement planning services for qualified and non-qualified retirement plans. Business Succession Planning Estate & Trust Tax Estate Planning Strategies Investment Review Fixed Annuities Life Insurance Disability Insurance Long-Term Care
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