As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Client Services
Tax Services
Our firm offers tax services to businesses, individuals, estates and trusts. Whether it’s preparation of quarterly payroll tax returns or complex tax research, we have the resources to get the job done.
The services we offer include:
• Tax compliance
• Tax planning and forecasting
• Tax research
• Representation at examinations conducted by the Internal Revenue Service
• Representation at examinations conducted by state taxing authorities
• Advisement on new tax developments
Accounting & Auditing Services
Our firm performs all types of accounting and auditing services and can service businesses of all sizes. From bookkeeping work to financial statement audits, no job is too big or too small.
Our services include:
• Financial statement audits
• Design and implementation of accounting and financial control systems
• Reviews of financial statements
• Preparation of compiled financial statements
• Litigation support and forensic accounting
• Bookkeeping services, including Quickbooks and Peachtree
Our diverse practice includes engagements in the following industries:
• Construction
• Condominiums
• Non-profit organizations
• Professional services
• Food industry
• Shipping
Business Consulting and Financial Planning
Our firm also provides a wide range of business consulting services and financial planning for both businesses and individuals. Our clients know that whatever the situation, they can rely on us for help.
Our services in this area include:
• Implementation of computerized accounting and financial reporting systems
• Analysis of potential investments, mergers & acquisitions
• Recommendations for corporate reorganization approaches
• Guidance for real estate transactions and other investments
• Assistance with budgeting and preparation of feasibility studies
• Consultation on deferred compensation and employee benefit programs
• Advice on appropriate pension and profit sharing plans
• Counseling on personal finances and assistance in analyzing investment opportunities
• Aid in obtaining personal and corporate financing
• Litigation support and forensic accounting
• Estate planning and administration
Quickbooks Consulting
We are a strong advocate of Quickbooks and have been providing support for our clients who use QuickBooks since Intuit released the first DOS version in 1991. In 1997, we joined the QuickBooks Professional Advisors Program. The pro-advisors in our office include partners Ilyne B Sbar and Wendy V Garcia. In addition, each of our staff has working knowledge of Quickbooks.
Our range of QuickBooks related services include:
• System design and implementation
• Migration from other packages to QuickBooks
• On-site training
• Telephone support and training
• Review of accounting data and error correction