Our Services, Network of Professionals and the Industries We Serve
Beyond accounting and tax services we offer our vast years of experience consulting and advising small business on everything from acquisitions to zero base budgeting, including our network of Professionals.
Our services include:
All tax services
Compilation or review of financial statements
Accounting and bookkeeping
Acqusitions and mergers
Healthcare practice advisory
Profit/Pension Plan consulting
Trust and Estate planning
Industries we serve
Dental and healthcare
Our network of Professionals
Technology for business
Retirement Plan Administration
Business valuations, buying, selling, mergers or acqusitions
Estate, asset protraction and legacy planning
Franchising, buying, selling or converting your business
Business brokerage, buying, selling or merger
Insurance, life, health, property and casualty
Securities, investment and management
Commercial real estate, buying, selling, leasing, tenant or landlord
Business Financial Statement Preparation
Compiled or reviewed financial statements.
Business Tax Return Preparation
Sole proprietorship, partnerships, LLC’s, & corporations.
Personal Tax Return Preparation
All states income tax planning, personal and business accounting services.
Type of entity selection, buy/sell of a business.
Irrevocable trusts, gifting, family partnerships, & living trusts.
If you have paid a late filing penalty for a partnership, we have strategies to be successful in obtaining a refund.