Services

Our firm specializes in a wide range of individuals, estates, non-profit organizations and closely held businesses.  We take pride in helping each client achieve business, investment, retirement, and estate planning goals. Our focus is on delivering superior accounting and tax services and sound business advice creating lasting trust and confidence.

We provide financial accounting services for businesses, individuals and nonprofits, including compilations, reviews, and audits of financial statements for all sizes of closely held businesses, non-profit organizations and associations. 

Our tax-related services go beyond preparation of tax returns to include assistance with recognizing, understanding and analyzing income, estate, and compensation planning obstacles and opportunities.  In the area of computer technology, we help clients select and install appropriate accounting software systems and controls.