Services

What we do.

Full-service CPA support for individuals, businesses, governments, and nonprofits.

Tax Management Services

Year-round tax planning and preparation designed to minimize liabilities and maximize cash flow — not just compliance at year end.

  • Individual tax preparation and planning
  • Business and corporate tax returns
  • Multi-state and multi-entity returns
  • Estate, trust, and gift tax returns
  • Tax projections and quarterly estimates
  • Entity selection and restructuring (LLC, S-Corp, C-Corp, partnership, sole proprietor)
  • IRS and state tax representation

Accounting Services

Financial record-keeping and reporting for businesses of every size, from one-person operations to established firms.

  • General ledger and financial statement preparation
  • Monthly, quarterly, or annual bookkeeping
  • Accounting system setup and support
  • Payroll processing and compliance filings
  • Personal financial statements
  • Litigation support

Audit & Assurance

Financial statement assurance delivered with the specialist experience governmental and nonprofit engagements require — across three distinct levels of service.

  • Audits — our highest level of assurance, with in-depth examination of records and controls
  • Reviews — limited assurance through inquiry and analytical procedures
  • Compilations — internally focused financial statements without formal assurance
  • Governmental and nonprofit engagements a core specialty

Consulting

General business and accounting consulting — from choosing the right entity and software at startup to ongoing operational and financial advice as you grow.

  • Entity selection and restructuring
  • Accounting software selection, setup, and training (QuickBooks, Xero, Sage, and others)
  • Chart of accounts design and workflow setup
  • Budgeting, forecasting, and cash-flow planning
  • Internal control review and process improvement
  • Transaction structuring and negotiation support
  • Succession and exit planning

Custom Software Development

In-house development of custom accounting-related software — particularly for governmental entities and businesses whose reporting and workflow needs aren’t served by off-the-shelf tools.

  • Purpose-built applications for governmental entities — reporting, reconciliation, and workflow tools tailored to public-sector requirements
  • Custom utilities for recurring accounting, reconciliation, or reporting tasks
  • Integrations between accounting systems and other business platforms
  • Data import, cleanup, and migration tools
  • Client-facing dashboards and reporting applications
  • Process automation tailored to your workflows

Litigation Support & Forensic Accounting

Financial investigation and expert analysis for commercial disputes, business valuations, and fraud matters.

  • Commercial dispute support
  • Business valuations
  • Bankruptcy matters
  • Fraud examinations (Certified Fraud Examiner on staff)

IRS Representation

Professional representation before the IRS and state taxing authorities — during audits, notices, and collections matters.

  • Audit representation
  • Response to IRS notices
  • Installment agreements and offers in compromise
  • State tax agency matters

Don't see what you need?

If your situation isn't listed here, reach out — we likely handle it.

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