Client Services
My firm offers a wide range of services to my individual and business clients. Because my firm is relatively small, clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to my clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

Providing financial information to my clients in a timely and accurate manner is a commitment that cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

Go To Top

Audit Services

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Go To Top

Audits, Reviews and Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on all three levels of assurance:

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Go To Top

Financial Statements

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Go To Top

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Go To Top

Consulting Services

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, I am exposed to most programs through trade journals and actual use. I can help you choose and implement the system that best fits your needs.

Go To Top

Business Consulting

I gauge my worth by the personal and business successes of my clients. I can help your business 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, I provide comprehensive, flexible strategies that address the issues affecting your business.

Go To Top

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Go To Top

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Go To Top

Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, I can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

Go To Top

Consulting Services

I gauge my worth by the personal and business successes of my clients. I can help your business 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, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which I provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

People are a company's greatest assets; I can arrange for an affiliate to provide a vast array of Human Resources consulting and coaching services delivered by a seasoned professional with 20 years experience in all aspects of Human Resources.

Go To Top

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Go To Top

Investment Review

As you develop your investment strategy, I will act as your sounding board. I can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Go To Top

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Go To Top

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Go To Top

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Go To Top

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

Go To Top

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.

Go To Top

IRS Representation

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

Go To Top

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.

Go To Top

Other Services

Other Services

I am pleased to arrange for an affiliate to provide complete Human Resources Services including but not limited to recruiting, employee relations, training and development, organizational effectiveness, business, career and executive coaching, performance management, and a wide array of consulting services delivered by a seasoned Human Resources professional with over 20 years experience.

Go To Top

Miscellaneous

Business, Career, and Executive Coaching

At times, it is helpful to determine if we are on the course we had set for ourselves or if we wish to change that course. I can arrange for an affiliate to provide coaching services, providing assistance in clarifying goals, objectives and action items for yourself or individuals in your business, assisting superiors and subordinates to improve communication, or enhance team performance.

Go To Top

Human Resources Consulting

People are a company's greatest asset. I would be pleased for an affiliate to offer a wide array of human resources services and consulting to help your company achieve optimal performance including recruiting, employee relations, training and development, compensation, organizational effectiveness, executive, career and business coaching, etc.

Go To Top