We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
  		•  Accounting and Tax Services
  		• Accounting Software Selection, Implementation, and Support
  		• Assurance and Advisory Services
  		• Bookkeeping/Write-up
  		• Business Valuation
  		• Cash Flow and Budgeting Analysis
  		• Computer Consulting
  		• Debt and Finance Advising
  		• Employee Benefits, Pension, and Profit-Sharing Plans
  		• Tax Management Services
  		• Estate and Trust Planning and Tax Preparation
  		• Financial /Tax Projections and Forecasts
  		• Financial and Retirement Tax Planning
  		• Quickbooks Certified Pro Advisors
  		• IRS Representation
  		• Mergers, Acquisitions, and Sales
  		• Payroll Services
  		• Property Evaluation Consultants / Real Estate Appeals
  		• Reviews and Compilations



    Accounting and Tax Services
    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

    These services include but are not limited to:
    - General ledger and financial statement preparation
    - Bookkeeping (Monthly, quarterly, or annual)
    - Accounting system setup and support
    - Payroll processing
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation
    - Litigation support

    Accounting Software Selection, Implementation, and Support
    Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.

    Assurance and Advisory Services
    We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

    These services include but are not limited to:
    - Reviews, and compilations
    - Entity selection and restructuring
    - Accounting software selection, implementation, and support
    - Business valuations
    - Financial projections and forecasts
    - Debt and finances advising
    - Mergers and acquisitions
    - Transaction structuring and negotiations
    - Business succession

    Bookkeeping/Write-up
    Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

    Business Valuation
    The range of needs for valuing businesses continues to widen, and we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships.

    Cash Flow and Budgeting Analysis
    Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

    Computer Consulting
    As technologies advance rapidly, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.

    Debt and Finance Advising
    Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.

    Employee Benefits, Pension, and Profit-Sharing Plans
    Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

    Tax Management Services
    We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

    Estate and Trust Planning and Tax Preparation
    Through our association with Estate Tax Attorney's we can ensure the financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

    Financial /Tax Projections and Forecasts
    No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.

    Financial and Retirement Tax Planning
    Through our associates with Certified Financial Planner's (CFP) our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

    Quickbooks Certified Pro Advisors
    Our qualified Pro Advisor is fully equipped to educate, counsel and provide the support you need when it comes to using Quickbooks to its fullest potential and with utmost efficiency. Wheher you are already a Quickbooks user, or are interested in learning more or becoming a user, our Pro-Advisor is ready to assist you.

    IRS Representation
    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

    Mergers, Acquisitions, and Sales
    Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

    Payroll Services
    Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

    Property Evaluation Consultants / Real Estate Appeals
    Property Evaluation Consultants (PEC) assists property owners in reducing the assessed market value of property, which reduces the total amount of real estate taxes payable for County, Borough and School. Our professionals assist in any and all phases of the appeal process, including the filing of the appeal, preparation of the case evidence, authorized representation at the appeal hearing and beyond. Before any appeal procedures are recommended, PEC will review and evaluate the case to determine if it will be viable to pursue the appeal. With over 16 years experience in negotiating for a maximum reduction, PEC continues to maintain a 99.5% success rate in reducing assessments and real estate taxes for both residential and commercial properties.

    Reviews and Compilations
    Our financial statement services comprise of two levels of assurance depending on your company's needs.

    Reviews provide limited assurance to outside interest and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.

    Compilations are usually requested for internal purpose and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.


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