Back to top

Services

The service we render to our clients is always guided to their specific needs and to the business environment in which they operate. Accordingly we work closely with our clients in helping them to identify, understand and resolve those factors which affect their success. The following is a description of some of the major areas in which we provide services to clients.

Audits, Reviews, and Compilations

An unqualified audit opinion certifies that the financial statements are fairly stated and accurately presented and are prepared in accordance with Generally Accepted Accounting Principles (GAAP). In conducting our audits, we perform procedures in a manner that allows us to comply with the General Accepted Auditing Standards (GAAS).

Reviewed and compiled financial statements are prepared in accordance with the Statements on Standards for Accounting and Review Services (SSARS) and these types of financial statements lack the certification and opinion of an audited statement but are often adequate for meeting third party requests.

When providing the above services, we work closely with client management in the resolution of accounting matters and financial statement presentation problems as they arise.

In view of the rapid changing business environment the accounting and auditing standards are constantly being increased and modified. Our commitment to attending continuing professional education programs conducted by the AICPA and the Foundation for Accounting Education helps insure that we stay current on all the new procedures and standards. Due to these constant changes and additions we find it helpful and necessary to have on-line access to the most current audit and accounting research. We also participate in a quality peer review program.

Tax Planning and Compliance Services

Our firm continuously monitors federal, state, and local tax law changes so we can advise our clients on how to minimize current and future tax liabilities. Our firm works closely with client personnel with the objective of using all legitimate means to conserve financial resources through effective tax planning. Our professionals are trained to prepare your returns in the most cost-effective and thorough manner using a state-of-the-art computerized return preparation system. We are experienced in representing taxpayers who have been selected for audit by federal, state and local taxing authorities.

Accounting Services

Our firm offers a complete range of accounting services and general ledger management. We offer part time Controller services, cash disbursement functions for high worth net individuals and tailor-made financial analyses.