Type of Services Business




Are you taking advantage of our diverse menu of services?

Our depth of expertise and years of experience allow us to offer our clients a diverse menu of services that can be tailored to fulfill any or all of their unique needs. Please call us to confidentially discuss your accounting and taxation needs so we can tailor the strategy to help you maximize your wealth potential.


Accounting and Auditing
  • Bookkeeping
  • Financial Reports
  • Payroll and Payroll Taxes
  • Compliance Reporting
  • Audits
  • Reviews
  • Compilation
  • Data Processing
Pension and Profit Sharing Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 401(k) plans
  • Keogh
  • Employee Stock Option Plans
  • Individual Retirement Plans
  • Flexible/Cafeteria Plans

Estate Planning – Consulting
  • Review Will
  • Credit Trust or By-Pass Trust
  • Durable Power of
  • Attorney
  • Living Will
  • Gift Giving
  • Medicaid and Family Trust
  • Reverse Mortgage
  • Life Insurance Trust
  • Q-TIP, GRIT, GRAT and others
Income Tax Preparation
  • Individuals
  • Corporation
  • Fiduciaries
  • Partnerships
  • Estate
  • Trust
  • Multiple States
  • Tax Planning
Fiduciary Accounting
  • Accounting
  • Tax Return Preparation
  • Services with Bank Trust

Estate and Trusts
  • Guardianship
  • Revocable and Irrevocable Trust
  • Accounting of Activity
  • Administering of Estates and Trusts
  • Tax Return Preparation

Insurance – Consulting
  • Term Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Long-Term Care Insurance
  • Draw-down Life Insurance

Business
  • Financial Reporting
  • Data Processing
  • Employee Benefit Plans
  • Budgeting
  • Banking
  • Cash Flows
  • Compensation
  • Business Continuation Plans
Gift Tax
  • Advisor for Gift Giving
  • Advise of Tax Matters
  • Prepare Gift Tax Returns



Advisory – Consulting
  • Mergers and Acquisitions
  • Due Diligence
  • Sale of Business
  • Purchase of Business
  • Revenue Enhancement
  • Business Reorganizations