Auditing & Accounting

We provide a variety of auditing and accounting services to our clients. These services include financial statement audits, reviews, and compilations.

One of our major focuses is audits of both profit and non-profit organizations. We have extensive experience performing audits in accordance with Government Auditing Standards and OMB Circular A-133. Our approach to performing an audit of the financial statements of our clients is to not only perform the procedures required by generally accepted auditing standards, but to go a step further. We are firmly dedicated to the philosophy that an audit, in and of itself, should yield more than a financial statement. Our services will include a management letter, which will detail areas in the organization's current operating structure which need improvement, along with our recommendations to enhance a company's operations. We stand ready and able to assist our clients in meeting these recommendations.

In addition to our auditing services, we provide compilation and review services of financial statements of businesses, as well as personal net worth statements. We also provide client write-up services, which allow our small to medium sized business clients to monitor their financial situations on an on-going basis as well as provide valuable financial data for strategic tax planning throughout the year.

Peer Review Report


Strategic tax planning is the foundation of our tax practice. Upon obtaining a new client, we perform a detailed analysis of the most recent three year tax returns to obtain an understanding of the client's tax situation. From our review, we develop possible strategies to reduce the client's tax liability and avoid any compliance issues. Each client's tax strategy is carefully monitored and revised for changes with the current tax laws.

In addition to our strategic tax planning, we provide comprehensive tax return preparation and representation before taxing authorities.

The preparation of corporate, partnership, non-profit, trust, and individual income tax returns are the core of our tax practice. We also prepare pension, mercantile, payroll, and local wage tax returns.

Management Advisory Services

We offer a variety of management advisory services targeted to assist our clients in maximizing their bottom-line. We offer the following management advisory services:

  • Design and installation of accounting and computer systems
  • SBA Loan-Applications
  • Projected Financial Statements for new business ventures
  • Business Valuations
  • Internal Control Review
  • Inventory Control Methods
  • New Business Start-Up Requirements
  • Business Sales, Mergers & Acquisitions
  • QuickBooks Set-Up and Consultation

As we perform all of these services, our ultimate goal is achieving our client's overall objective—maximizing the organization's potential.

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