Our services focus not only on the accounting and tax issues, but also organizational processes. This includes identifying where the inefficiencies are, where risks may be present and then communicating opportunities for efficiency and risk mitigation to our clients.





Our accounting services are tailored for every engagement through a process of identifying the current and ongoing reporting needs of our clients and then designing and building a service offering and system that meets those reporting needs.
  • Bookkeeping and write-up
  • Outsourced controller and CFO
  • Accounting system consulting, design and implementation
  • Budgeting and cash flow projections/forecasts
  • Internal control consulting, design and implementation


Our tax services include:
  • Individual tax preparation
  • Business, corporate and partnership tax preparation
  • Estate, gift and trust tax preparation
  • Non-profit tax preparation
  • Audit representation
  • Payroll tax preparation
  • Sales tax preparation


We provide assurance services across a wide range of industry segments and sectors along with specialized examination and investigation services.
  • Financial statement audit
  • Reviews and compilations
  • Audits of employee benefit plans
  • Agreed upon procedures
  • Fraud investigation and litigation support

Property management
Professional firms
Real estate
Not for profit
Membership and business associations

The firm serves clients across a range of industries, including:

Quality Assurance |  Peer Reviews 

The primary goal of the firm is to deliver the highest quality service to our clients in accordance with professional standards. We have adopted an internal quality control policy to ensure that the quality goal is met. The firm is enrolled in a peer review program in which an independent firm performs a system review of the firm’s quality control policies and procedures. Continuing professional education is an ongoing component of the firm’s quality control procedures, the purpose of which is to guarantee that our clients are receiving the most up-to-date recommendations, guidance and best practices in their respective industry or sector.