Accounting & Auditing Services

• Accounting Systems Design
• Agreed Upon Procedures
• Audits
• Collateral Reviews
• Compilations
• Forecasts & Projections
• Internal Control Testing
• Reviews

Personal Financial Planning Services

• College Funding
• Investment Analysis
• Insurance Reviews
• Research for Divorce Settlements
• Retirement Planning

Tax Planning & Preparation Services

• Audits
• Cost Segregation Studies
• Employee Benefit Plans
• Energy Saving Credits
• Estate Tax Planning
• Estate Tax Return Preparation
• Federal Empowerment Zone Credits
• Income Tax Planning
• Income Tax Return Preparation
• Negotiations
• R & D Tax Credit Studies
• Tax Research for Complex Transactions
• Trust & Gift Tax Return Preparation

Information Technology Services

• Consultant Recruitment
• Disaster Recovery Planning
• Hardware & Software Evaluation
• Personal Training

Accounting Advisory Services

• Asset Management Reviews
• Budgeting & Forecasting
• Capital Expenditure Budgeting & Analysis
• Compensation & Incentive Planning
• Customer Surveys
• Economic Analysis
• Financial Packages
• Industry Comparisons
• Litigation Support & Expert Testimony
• Merger, Acquisition & Sale Negotiations

• Operational Systems Reviews
• Performance Appraisal Systems
• Personnel Recruiting
• Policy & Procedure Handbooks
• Product Profitability Analysis
• Shareholder Agreements
• Short- & Long-Term Business Plans
• Succession Planning
• Business & Other Valuations