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