FINANCIAL REPORTING SERVICES
We offer the following services outlined by the accounting profession:

• Compilation of financial statements
• Review of financial statements, using required inquiry and analytical procedures

MANAGEMENT AND FINANCIAL CONSULTING
We specialize in business-related services which help you to identify management and financial problems and define and implement their solutions:

• Accounting systems design and implementation
• Budgeting and cash flow analysis and control
• Break-even analysis
• Asset acquisition financing
• Internal control systems

TAX AND TAX-RELATED SERVICES
We keep abreast of the changing tax laws and regulations through a national network of information resources. Our tax and tax-related services include:

Return Preparation

• Individual
• Partnership (including LLC entities)
• Corporate ("C" corporations and "S" corporations)
• Fiduciary (trusts and estates)
• Gift

Tax Planning and Consulting

• Entity selection
• Purchase or sale of a business
• Section 1031 transactions (tax-free exchanges)
• Retirement plan options
• Business succession planning
• Estate planning

View schedule of important due dates