We help you grow and develop financially in an ever increasingly competitive environment. Each and every service we provide is implemented with your best interest in mind. Your objectives are an integral part of our planning. You are the focal point of our services. Some of the services we provide include:

Financial Reporting and Auditing

Business and Investment Management Consultation

Litigation and Arbitration Support Services

Retirement, Estate and Trust Planning

Business Valuation Services

Tax Services

Whether you are a sole-proprietor in need of a compiled financial statement for your business or a publicly-held business in need of an audit in full compliance with SEC Rules and Regulations, we are ready to meet your needs. Our involvement with your financial statements does not end with our report but continues with interpretation and assistance in preparing you in accounting for the future.

Our services help decision-makers evaluate various business components in making key decisions. Whether your needs include developing a strategic plan to accomplish future goals of your company, obtaining assistance in putting together a business or marketing plan, we can provide you with the assistance you need. Need to know how much it cost to get your product to market, ask for our assistance with:

We are prepared to assist clients and their attorneys when winning is everything. Our ability is to provide experienced professionals who can analyze and interpret financial, economic and accounting information beyond the presentation. In the world of Alternative Dispute Resolution, we stand ready to support clients whether the assistance be in dispute avoidance and resolution, mediation or arbitration. We make sure clients are fully prepared no matter what the arena.

Terminology Explanation:

Mediation – A process calling for parties to work together with the aid of a neutral facilitator, a mediator – who assists them in reaching a settlement. The mediator’s role is advisory and non-binding resolution of the dispute rests with the parties themselves.

Arbitration – A submission of a dispute to one or more impartial persons for a final and binding decision. Through contractual provisions, the parties may control the range of issues to be resolved, the scope of relief to be awarded, and many procedural aspects of the process.

Whether you are contemplating retirement, retired or just starting out on your chosen career path, we can assist you with the necessary guidance and advice. The time value of money is a valuable asset when determining your retirement needs. The sooner you plan the better. We can assist.

Trusts are among the most versatile and useful estate and financial planning tools. Trusts can help you manage your assets, avoid probate, minimize estate taxes, protect loved ones, own insurance, control your business and more. We can work with your attorney to establish the trust or trusts that are right for you.

There are many reasons for valuing your business or another business. No matter what the reason, we are ready to help. Of course, if the valuation is for Internal Revenue purposes, adherence to IRS revenue rulings and procedures is mandatory. Some of these reasons may be as follows:

All clients have some need for our tax services. We always consider and review our client’s highly individualized tax situation. Based upon years of tax experience and knowledge of our clients, we analyze each client’s tax situation based upon our technical expertise supported by extensive electronic tax research materials, software and pertinent tax libraries. Some of the tax services available to our clients include: