Tax, Accounting & Forensic Services

Our firm offers a wide range of personalized, quality services to our individual and business clients. 

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual, business, non-profit organizations, estates and trusts.

Tax Authority Representation

Throughout our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Accounting Services

We provide accounting services such as QuickBooks support, account reconciliations, and compilations to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

Business Consulting

We help businesses identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Retirement Planning

Successful implementation and periodic review of our clients’ retirement plans will ensure financial independence during working years and through retirement years.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to beneficiaries, provides security for surviving spouses, and can reduce or eliminate the tax due on the transfer of businesses and other assets.


We use accounting skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud, theft and embezzlement investigation.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile, manage and interpret large data efficiently to assist in the calculation and documentation of potential economic loss or damages.

Fraud Prevention

Fraud Prevention and Detection involves analysis of both financial records and systems employed providing recommendations for control procedures to mitigate the likelihood of fraud.

How May We Help You?

Please feel free to contact us to inquire how we may best serve your individual or business needs.