SERVICES

“The best accountants don’t just see numbers; they see the potential for financial transformation.”

– Samantha Wilson

The whole package.

Taxes, auditing, consulting, and so much more…

 
 

Audits - Financial Statements
Presenting quality reports.

 

Audits

  • Non-public and Not-for-Profit companies

  • Employee benefit plans

Reviews

Compilations

 

Bookkeeping - Payroll
Creating a system just for you.

 

Bookkeeping using the software of your choice

  • Complete recordkeeping to annual oversight

  • Internal position fulfillment

Payroll processing on your schedule

  • Direct deposit of payroll

  • Payroll tax compliance

 

Consulting
Alan’s favorite thing to do.

 
  • Business valuation

  • Fraud investigation

  • Insolvency support

  • Legal and contract analysis

 

Taxes
Going beyond form preparation.

  • Estate & gift tax planning

  • IRS representation

  • Tax projections & strategies

  • Transactional research & analysis

  • Up-to-date tax benefit analysis

 
 

Interested? Reach out.