Services

Core 

Business Services

  • New Business Start-Up Planning
  • Controllership
  • Cash Flow Studies & Planning
  • Forensic Accounting
  • Information Technology
  • QuickBooks Setup
  • Xero Certified
  • Business Valuation
  • Cost Segregation Tax Strategies
  • Merger & Acquisition Activities Including Due Diligence Services
  • Business Restructuring
  • Financing Options
  • Insurance Reviews & Planning

Personal/Total Wealth

  • Personal & Business Total Wealth Planning
  • Estate Planning
  • College Funding Options
  • Retirement Planning
  • Trust Administration Services

Industry-Specific Knowledge

  • Construction Contractors
  • Financial Planners
  • Medical & Dental Practices
  • Manufacturing
  • Real Estate Professionals
  • Real Estate Transactions
  • Restaurant/Food Service Industry
  • Retail Trade
  • Service Industry


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This information is based on facts, assumptions and representations as stated and authorities that are subject to change.  We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.

LEGAL NOTICE AND DISCLAIMER:  The information within this web site is for informational and educational purposes only and is not tax advice and should not be used as such.  The facts of each individual situation can have significantly different outcomes when applying tax law.  The hiring of a CPA is an important decision not to be based solely on advertisements.