Accounting

  • Compilation Services
  • Financial Statement Compilation
  • Assistance with setting up and maintaining accounting records

    • Tax Preparation

  • Individual
  • Partnership
  • Corporate
  • Estate & Trust
  • Not-For-Profit
  • State Returns
  • Delinquent Returns
  • Representation before the IRS

    • Additional Services

  • Review of Investment Objectives and working with Financial Consultants & Attorneys to ensure Client’s investments meet their objectives
  • Miscellaneous Financial Services are available depending on Client’s unique needs





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