Client Services

We are Big Enough to Specialize – Small Enough to Personalize

Our firm offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description. Indeed, the list below is not all-inclusive, please feel free to inquire about a service if you do not see it listed.

Accounting ServicesTax Planning & Preparation
Audits, Reviews and CompilationsBusiness Valuation
Estate & Trust PlanningInternational Taxation
IRS / Tax Audit RepresentationForensic Accounting / Expert Witness
401(k) and Employee Benefit Plan AuditsBusiness Consulting / Management Advisory
Retirement Plans StructuringMergers & Acquisitions