Our Services

Our firm offers comprehensive tax services tailored to meet the needs of individuals, small businesses, and corporations. We stay up-to-date on the latest tax laws and regulations to ensure our clients remain compliant and take advantage of every available deduction and credit. Our tax services include: •Individual Tax Preparation: Accurate and timely filing of federal, state, and local income tax returns, with a focus on maximizing refunds and minimizing liabilities. •Business Tax Services: Preparation and filing of business tax returns, including sole proprietorships, partnerships, LLCs, S corporations, and C corporations. •Tax Planning & Strategy: Year-round tax planning to help clients reduce future tax obligations through strategic decision-making. •IRS Representation: Assistance with IRS audits, correspondence, and payment plans. We serve as your advocate in resolving tax issues. •Sales & Use Tax Compliance: Guidance and filing support for businesses to ensure proper handling of sales and use taxes. •Estate & Trust Tax Preparation: Specialized support for fiduciaries, including preparation of estate and trust tax returns (Form 1041). •Non-Profit Tax Services: Preparation of Form 990 and consulting for compliance with federal and state requirements. Whether you're an individual seeking peace of mind or a business looking for strategic guidance, our team delivers personalized tax solutions to help you thrive.

•Income Statement (Profit & Loss Statement) Preparation •Balance Sheet Preparation •Cash Flow Statement Preparation •Statement of Retained Earnings •Trial Balance Preparation and Review •Adjusting Journal Entries •Financial Report Customization for Management Use •Compliance with GAAP or Tax Reporting Standards •Support for Tax Preparation and Audit Readiness

Our accounting firm provides reliable, accurate, and timely bookkeeping and payroll solutions to help local businesses stay financially organized and focused on growth. Whether you're a startup, a growing business, or an established company, we tailor our services to meet your specific needs. Bookkeeping Services: •Transaction Recording •Bank and Credit Card Reconciliations •Accounts Payable Management •Accounts Receivable Management •Payroll Processing and Reporting •Sales Tax Tracking and Filing •General Ledger Maintenance •Chart of Accounts Setup and Customization

Understanding the true value of your business is essential for making informed financial decisions, planning for the future, or navigating major transitions. Our accounting firm provides professional, objective, and defensible business valuation services tailored to meet a wide range of needs for local business owners. Our valuation services support: •Buying or Selling a Business: Accurately determine the fair market value to support negotiations and transaction structuring. •Succession & Exit Planning: Develop a solid foundation for transitioning ownership or preparing for retirement. •Estate & Gift Tax Planning: Provide reliable valuations for IRS reporting and family wealth transfer strategies. •Partnership & Shareholder Disputes: Offer impartial valuations to resolve internal disagreements or legal conflicts. •Divorce Proceedings: Deliver credible, court-ready valuations for equitable asset division. •Business Financing & Investment: Help secure funding or attract investors with a clear understanding of business worth. Valuation Methods We Use: •Income-based approaches (Discounted Cash Flow, Capitalization of Earnings) •Market-based comparisons •Asset-based approaches (Book Value, Adjusted Net Asset) Our valuation professionals combine financial analysis, industry expertise, and real-world experience to deliver reports that are thorough, compliant with industry standards, and tailored to your specific purpose.

When legal matters require financial expertise, our firm offers comprehensive litigation support services to assist attorneys, businesses, and individuals in navigating complex disputes. Whether you’re involved in a lawsuit, preparing for trial, or seeking to resolve financial issues in mediation or arbitration, we provide the forensic accounting and expert testimony necessary for a strong case. Our litigation support services include: •Forensic Accounting: Thorough investigation of financial records to uncover hidden assets, fraud, or financial discrepancies. We analyze and trace funds, review accounting practices, and gather key evidence for legal proceedings. •Expert Witness Testimony: Our experienced professionals provide clear, credible testimony in court or during depositions, helping judges and juries understand complex financial issues. •Economic Damages Calculation: Determination of lost profits, business valuation, and other economic damages resulting from breaches of contract, negligence, or other causes of action. •Matrimonial & Divorce Support: Expert analysis of financial issues in divorce cases, including asset division, spousal support, and child support, with comprehensive reporting for equitable settlements. •Business Dispute Resolution: Assistance in resolving conflicts related to business valuation, shareholder disputes, partnership agreements, and breaches of fiduciary duty. •Bankruptcy Support: Financial analysis for bankruptcy cases, including asset evaluation, creditor claims, and financial solvency assessments. •Fraud Investigations: In-depth analysis of financial records to detect fraudulent activities, embezzlement, or financial mismanagement. •Damage & Loss Analysis: Quantification of losses resulting from breach of contract, intellectual property theft, personal injury, or other incidents. Why Choose Us? We combine accounting expertise with legal insight to provide thorough, objective, and defensible reports. Our professionals are well-versed in the legal processes, helping ensure that financial information is presented in a way that is clear, understandable, and effective for the courtroom.