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Our Services
We are equipped to handle a full range of financial, accounting, tax, management, and personal financial planning services needs for our business and individual clients. Our clients include manufacturers, wholesalers, retailers, professionals, service businesses, and tax-exempt organizations, as well as individuals with special needs. Services performed are generally as follows:
ACCOUNTING SERVICES
- Review and compilation of unaudited financial statements where certified financial statements are not required.
- Investigation and assistance in mergers and acquisitions.
- Calculation of business interruption and extra expenses used in the process of adjusting an insurance loss.
TAX SERVICES
Our firm offers a list of varied tax services which include the following:
- Tax Planning.
- Consultation and review regarding tax and economic aspects of tax-sheltered investments.
- Review of tax aspects of pension, profit-sharing, and other deferred compensation plans.
- Preparation of federal, state, and local income tax returns and claims for refund.
- Assistance in Internal Revenue Service, state, and local examinations including review of proposed deficiencies and preparation of protest when necessary.
- Assistance in securing private rulings from taxing authorities.
- Assistance and/or consultation in the maintenance of tax records.
MANAGEMENT SERVICES
We offer assistance to management in properly planning and controlling company operations, such as:
- Devising and installing:
- Management information systems.
- Inventory and production control systems.
- Payroll, accounts receivable, accounts payable and other general ledger packages.
- Management information systems.
- Selecting systems and levels of data.
- Processing equipment and aiding in their attaining peak utilization.
Examples:
- Manual systems.
- One-write or bookkeeping machine systems.
- Service Bureau systems.
- In-house data processing systems.
- Manual systems.
- Performing special studies, encompassing:
- Organization.
- Compensation and revenue.
- Feasibility.
- Assisting new businesses in setting objectives in projection in capital and loan requirements and in recruitment of personnel.
- Aiding companies in financial difficulty.
- Organization.
- Performing financial management and controller functions. For those clients that do not employ controllers or treasurers, our firm can provide:
- Management and financial reports designed to meet specific
needs of each company.
- Interpretation of results of operation and planning for the future.
- Assistance in all accounting and related areas.
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INVESTMENT SERVICES
- Experienced investment advice offered with superior service.
- Management and financial reports designed to meet specific
needs of each company.