Certified public accountants and financial advisors. Services include: financial planning, stocks & bonds, payroll, retirement, tax preparation, 401 K rollovers and IRS problems / auditing.
* Accounting & Audit Services:
- Audits of corporate financial statements and ERISA audit of
employee benefit plans
- Prepare compilation and reviews of financial statements
- Review of accounting systems
- Location of sources for financing
- Assisting in preparation of financial forecasts, projections, credit
applications, and payroll processing
* Tax Services:
- Personalized tax planning for owners, executives and their families
- Tax planning for closely-held businesses
- Estate planning
- Pension and profit-sharing planning (including deferred
compensation and welfare benefit plans)
- Planning for orderly succession of business ownership
- Preparation of all business and individual Federal and State tax
returns