One of our highest priorities is to assist our clients in building their businesses and their wealth by providing custom solutions.  We provide these services to closely held businesses and their owners, public companies, wealthy family groups, executives and other professionals.  We have built our success providing our clients the following services: Tax Planning and Return Preparation We have a talented and creative team of tax professionals who constantly keep abreast of the federal, state, and local tax laws.  Our team will use these skills to find innovative ways to generate tax savings and reduce your overall tax burden. We are available to provide our clients the following tax services: Corporate, Partnership, and Individual Tax Return Preparation Tax Consulting Merger and Acquisition Tax Planning State & Local Tax Planning International Tax Planning IRS Problem Resolution Estate Tax Planning Business Valuation Services Transfer Pricing Business Succession Planning Business & Family Dispute Resolution Consulting Charitable Tax Planning Accounting and Auditing Company owners, management, and outside third parties rely on financial statements to make important business and investment decisions.  Providing business stakeholders with a financial statement that include the appropriate accountant's report creates credibility that goes beyond internally prepared documents. We are skilled at providing attest services, which simply means crafting an engagement to provide either an audit, review, or compilation report on a company's financial statements.  We will help you select the type of engagement that meets the best combination of external reporting requirements and internal fiscal management needs, accomplished on a cost effective basis.  These services are performed in accordance with standards promulgated by governmental, regulatory, and professional oversight bodies. Further, we take advantage of the knowledge gained about your business during the conduct of these engagements to provide a framework for advising you about matters that will improve your business.  Forward thinking recommendations are an essential deliverable for the services we provide. Audits Reviews Compilations Benefit Plan Audits Other Attest Services Financial Planning Effective management of financial affairs requires extensive knowledge, organization and constant vigilance.  Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.  We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.  Our financial planning services include: Financial Planning to Achieve Specific Goals Retirement Planning Business Valuation Services ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements.  In theses cases, you need to know what your business is worth.  Rely on our firm to assist you through these difficult processes.  We will do a comprehensive analysis that can help you make informed desisions. Accounting/Tax Outsourcing We view outsourcing as a way to make sure that if there is a need to cover functions and activities that are typically handled by internal staff, we are available in that time of need to give our client the security of knowing these functions and activities can be taken care of by a trusted advisor.  We accomplish this by providing the following services: Loaned staff for financial projects Tax preparation and review support for corporate tax departments Monthly closing of the books and compiling financial statements Business Consulting to Enhance Growth and Success We have focused our business planning processes to maximize client profitability and wealth accumulation.  We try to accomplish this through assisting our clients with strategic planning to reach long-range goals through near term objectives.  Making sure our clients have the data on key business issues and trends in order to make informed decision is our way of doing business.  Strategic Planning, Budgeting, Operations Planning Business Plans and Projections Design and Implementation of Record-keeping Systems Industry Expertise We have more than fifty years of experience in serving clients in numerous industries, including: Distribution Law and Other Professional Service Firms Manufacturing Real Estate Information Technology Retail Service Venture Capital Health Care Investment Companies Transportation