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Commercial Overview


We provide a full range of services to our Commercial clients, from assisting with the start-up of an entity to providing various services throughout the life of an entity, such as bookkeeping/accounting, retirement plans, periodic reports, taxation, and finally the closure or transfer of a business.


We also provide personal financial planning, reporting, tax and other consulting services as required by our valued clients.


It is customary for our staff to work as a team, along with your Attorney, Banker, Financial Advisor, Broker and Insurance Agent. This assures that each part of your business or personal financial situation is customized and synchronized. The following is a general list of the services provided:


Business Compilations and Reviews                    Personal Retirement Planning

Business Valuations, Sales and Transfers           Bookkeeping Services  

IRS, State and Financial Audits                              Qualified Business Retirement Plans 

Other Financial and Business Planning               Divorce Issues

Personal Financial Statements, Taxation            Litigation Support                            

    and Planning                                                           Forensic Examination

Business Liquidation




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