We believe in personal service to our clients’ which involves our firm working one on one with our client and their needs. We will not sacrifice professional standards for personal gain. We value the relationships we have with our clients. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing personal attention to our client’s financial needs and concerns. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Our firm offers a wide range of services to individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
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.
- Litigation Support
- Accounting Services
- Tax Services
- Consulting Services
- Business Succession Planning
- Buying & Selling a Business
- Financial Planning
- Expert Witness Services
- Audits, Reviews, and Compilations
- Estate & Trust Tax Preparation
- Accounting Software Selection & Implementation
- Business Valuations
- Estate Planning
- Retirement Planning