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

March 19, 2021

Special Tax Rules for Children with Investment Income

Special tax rules may apply to some children who receive investment income. The rules…
March 18, 2021

Capital Gains Tax on Sale of Stocks

Apps like Robinhood make it easy for everyone to play the stock market. If…
March 16, 2021

Tax Credits for Electric Vehicles and Plug-in Hybrids

Tax credits are still available for Qualified Plug-in Electric Drive Motor Vehicles, including passenger…
March 13, 2021

There’s Still Time To Make an IRA Contribution for 2020

If you haven't contributed funds to an Individual Retirement Account (IRA) for tax year…
March 11, 2021

Tax Breaks for Families with Children

If you have children, one or more of these tax credits and deductions could…

Corporate Finance

Bank Financing
Mergers & Acquisitions
Cash Flow Management