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- Kenneth E. Boulding
“Accounting for the most part, remains a legalistic and traditional practice, almost immune to self-criticism by scientific methods.”  

Industries

INDUSTRIES

Our industry expertise enables us to
help our clients thrive.

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APPAREL

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CONSTRUCTION

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FINANCIAL
SERVICES

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MANUFACTURING
RETAIL & DISTRIBUTION

MEDIA &

ENTERTAINMENT

MEDICAL
PRACTICES

PROFESSIONAL
SERVICES FIRMS

REAL
ESTATE

RELIGIOUS
ORGANIZATIONS &
FOUNDATIONS

RESTAURANTS
FOOD & BEVERAGES

RETAIL & 
CONSUMER PRODUCTS

TECHNOLOGY

ACCOUNTING SERVICES

01

Accounting
Services

We assist clients with all aspects of recordkeeping, accounting, and preparation of financial statements.

  • Bookkeeping / Write-up 

  • Payroll and sales taxes

  • Payroll tax and sales tax return preparation

  • Accounting assistance

  • General ledger review

  • Business start-up consulting and business formation

  • Business wind-up consulting and business dissolution

  • General business consulting

  • Income tax preparation and compliance

  • Income tax planning and consulting 

  • Monthly, quarterly, and annual financial reporting statements

  • Business management

  • Financial statement audit, reviews and compilations

02

Tax
Services

We assist clients in all aspects of Tax Services. We ensure compliance and peace of mind for our clients. 

Services for Individuals

  • Tax compliance and planning

  • Tax return preparation

  • Personal income tax planning

  • Estate, trust and gift tax planning

  • Financial planning

  • Tax services for U.S. citizens abroad

  • Tax planning, including analysis of foreign tax credits, foreign earned income exclusion, dual residency filing

  • Recipients of foreign gifts

  • Preparation of U.S. federal and state income tax returns for expatriates

  • Preparation of Report of Foreign Bank and Financial Accounts known as the FBAR

  • Representation before tax authorities (IRS, Franchise Tax Board and Other state & local tax agencies)

 

 

Services for Businesses

  • Business formation and business dissolution

  • Bookkeeping/Write-up/Financial Statement Preparation

  • Payroll

  • Sales and payroll tax return preparation

  • Income tax return planning

  • Income tax return preparation

  • International tax planning

  • Representation before tax authorities (IRS, Franchise Tax Board and Other state & local tax agencies)

TAX SERVICES

03

Assurance
Services

We assist clients with all aspects of Assurance and Audit Services. We are current on the latest regulations and rules to ensure compliance and peace of mind for our clients. 

  • Audits performed in accordance with Generally Accepted Auditing Standards (GAAS)

  • Reviews

  • Compilations

  • Accounting assistance

  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP)

  • Agreed-upon procedures

ASSURANCE SERVICES
CONSULTING SERVICES

04

Consulting
Services

We assist clients in all aspects of Consulting Services. Our firm works extensively with executives of closely held, family owned, and emerging companies. Our broad business experience allows us to provide valuable input to management from the start of the business through its sale or succession. Our creativity and our business knowledge base are priceless to the success of our client’s projects. 

  • Litigation Support

  • Due Diligence

  • Financial Analysis

  • Financial Statement Preparation

  • Tax planning, compliance, and advisory services to consider your consider your complete tax picture and help you reduce your taxes and/or defer tax consequences

  • Working with insurance professionals to analyze your insurance needs

  • Working with attorneys and financial advisors to assist your business and financial needs

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