Practice Areas

CFO Services
Growing with You!

Our CFO service gives you a professional financial manager who works with you to help guide your business to success.

Audits
See Beyond the Numbers!

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs 

Bank Financing
Capitalize on Opportunity!

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Valuation
How Much Is Your Business worth?

 Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income

Strategic Business Planning

 Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits. Preparing a strategic plan can help you clarify your company’s direction.

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan now and reap the benefits later.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

We offer a broad range of services to help clients secure a sound financial future

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Recent News

May 13, 2020

Employee Retention Credit Could Help Your Business

Businesses that have been impacted financially by COVID-19 may be able to take advantage…
May 13, 2020

Watch Out for Coronavirus-related Scams

Taxpayers should be on the lookout for calls and email phishing attempts regarding the…
May 13, 2020

Five Tips to Protect Against Identity Theft

Tax-related ID theft occurs when someone uses a taxpayer's stolen personal information to file…
May 13, 2020

High-deductible Plans Cover Costs for Coronavirus

You can use high-deductible health plans (HDHPs) to pay for 2019 Novel Coronavirus (COVID-19)-related…
May 13, 2020

CARES Act: Information for Individual Taxpayers

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, the stimulus bill that was…

Corporate Finance

Bank Financing
Mergers & Acquisitions
Cash Flow Management