Partner Services

Working as our clients’ trusted advisor over the past 50 years, we are asked to help them with a variety of business needs. Responding to those needs, we have developed long-term relationships with excellent providers of services in these areas:

• Payroll Services
• Estate Planning
• Retirement Planning
• Investment Review
• International Tax
• Sales & Use taxes
• Business Valuations
• Computer Consulting
• Financial Planning
• Management Advisory Services
• Pension & Profit Sharing Plans
• Debt & Financing Services

Count on us for excellent referrals when you need any of these services. We will put you in the best of hands.

Major stakeholders in your business - stockholders, creditors, private investors, etc. – need assurance your company’s financial statements accurately represent the true financial position of the enterprise. Our years of experience enable us to provide the high-quality services that deliver the required financial reporting you need. We provide financial reporting on all three levels of assurance:

• Audit - an intensive examination with the highest level of assurance;
• Review - analytical procedures conducted with limited assurance;
• Compilation - based on client data and prepared for internal use.

The reporting process and learning about your business enables us to offer business insights and services. We are able to provide you with best solutions to maximize your company's profitability and efficiency.

We prepare your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements are an essential useful management tool for making financial decisions.

Record-keeping accuracy is essential for any successful business. It can be time consuming and complicated. Understanding the on-going challenge this presents for our clients, we provide services to address the day-to-day tasks of bookkeeping and business owners to concentrate on their primary business.

Our team identifies areas of tax risk and opportunity as we develop tax strategies tailored to each client’s needs. We keep our clients up to date about changes in tax regulations and help them understand the impact of the change. Whether you are a small start-up business or a mature multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

If you are a business owner and concerned about Estate and Trust Tax services, we can put your mind at ease. We help to ensure that your tax-related financial affairs are in order.  We provide sophisticated estate and gift planning services to transfer assets to your beneficiaries, to provide security for your spouse, and to reduce or eliminate the tax due on the transfer of your business and/or other assets.

Our years of experience have also prepared us to work with taxing authorities so that we can effectively provide IRS representation when it's needed.

We help our clients improve the performance of their business in a variety of ways. At times we are that all-important sounding board or “second opinion” about a key decision. Other times, we may be recommending a specific operational improvement that needs to be made. Because we are noted for thoroughly understanding our clients’ businesses, and demonstrating our “partnership style” of doing business, we are often just the right advisor to help a CEO or company leader work through a business problem or address an opportunity. Our clients have come to depend on us for a variety of consulting services that provide significant value through our external and objective advice on key matters that impact them.

We help our clients avoid the all-too-common pitfalls that business owners often make when they start a new venture. We guide each client through critical decisions in structuring a new business that range from pass-through entities, S Corporations and Limited Liability Companies to Partnerships, with the goal of selecting exactly the right entity for their overall needs.

A business can be profitable and still run into trouble due to cash flow issues. We forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.