Attest Services
We audit, review and compile the financial statements of small to mid-sized, privately held manufacturing, distribution, retail, service, technology, and real estate companies. Our expertise as skilled auditors allows us to cost effectively deliver a quality report to the company's board of directors, management, investors, and lending sources.

Tax Planning and Preparation Services
Our tax services go beyond the mere preparation of tax returns. We work with our clients to identify the right strategies to minimize individual and corporate taxes and to plan accordingly while integrating strategies in the areas of estate, retirement and financial planning.

Entrepreneurial Services
Designed specifically for our closely held businesses, we provide an array of competitively priced and diverse services to meet the unique needs of small businesses. We understand that smaller closely held businesses face many of the same challenges larger companies face and that their needs are not any less significant because of the size of their enterprise.

Management Consulting Services
In a complex and hectic business environment, our business management consultants provide clients with solutions to solve critical business problems by identifying, designing, and implementing high-value changes in their strategies and operations that yield improvements in their revenue, operating efficiencies, and management of capital.

Estate and Wealth Planning
Building, managing and preserving wealth are important issues to our clients and their families. These issues go beyond taxes and involve personal values, goals and concerns about the future. We design highly personalized estate and financial plans for our clients to help them achieve their short and long term goals. Our estate and financial planning services focus on comprehensive analysis, design and implementation.

Financial Services
Certified Public Accountants maintain a well-earned reputation of being analytical, objective and trustworthy. We have taken these skills and traits and incorporated them within our financial service process. While we are not experts with specific products, we are knowledgeable enough to ask the right questions and determine their "fit" for you. We will work with your existing financial service providers, or if you would like, we will introduce you to outside providers with whom we have a strategic relationship to ensure you are executing a well thought out and comprehensive financial plan that is specifically designed for your unique set of circumstances and needs.