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Services

ACCOUNTING SERVICES
Compilation and review services, data summarization, and systems services are adapted to the unique requirements of each client and directed toward the preparation of meaningful financial reports.

TAX SERVICES AND CONSULTING
These services include consultation and income tax preparation, representation before federal and local authorities, and strategic income tax and estate tax planning, principally for owners of closely-owned businesses and their companies, as well as payroll tax and sales tax reporting.

MANAGEMENT ADVISORY SERVICES
Analysis and consultation covering the increasingly complex range of business matters confronting managers in the day-to-day operations of their businesses, including…personnel matters, cash flow analysis and projections, viability analyses, creditor relationships, financial restructurings, asset-based borrowings, purchase and sale of business units, cost analyses, and the like.

BUSINESS VALUATIONS
Involves a detailed analysis of historical operating performances and a subjective evaluation of the company’s resources giving effect to industry considerations and general economic conditions.

 

CHART OF SERVICES

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FINANCIAL SERVICES:

  • Compilation/ Review Engagements
  • Projections
  • CFO/ Controller/ Finance Director Search
  • Participation in Operating Systems Review
  • Investment Plan Monitoring
  • Corporate Revival
  • Professional Staff Leasing
  • Capital Funding Studies
  • Business Valuation
  • Acquisition Advisory Services
  • Functional Area Advisory Services
  • Product Line Advisory Services
  • Operating and Capital Budget Engagements
  • Retirement Plan Audits
  • Cash Flow Modeling

TAX SERVICES:

  • Corporate Tax Planning
  • Federal and Multistate Tax Preparation
  • Shareholder Tax Planning
  • Estate Tax Planning and Preparation
  • Employment Tax Consulting
  • RS/ State Tax Audits
  • Deferred Compensation and Incentive Plans
  • Benefit Plan Advisory Services

CORPORATE BORROWING:

  • Lender Placement
  • Bond Issues for Plant Expansion
  • Loan Covenant Review