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

February 26, 2021

New Year, New Withholding?

Whether you are starting a new job or reassessing your financial situation, a new…
February 24, 2021

Working Remotely Could Affect Your Taxes

While some workers have returned to their offices, many have not. If you're working…
February 18, 2021

Taxable vs. Nontaxable Income

Are you wondering if there's a hard and fast rule about what income is…
February 10, 2021

Who Qualifies for the Earned Income Credit

The earned income tax credit can give qualifying workers with low-to-moderate income a substantial…
January 31, 2021

Small Business Tax Tips: Payroll Expenses

Federal law requires most employers to withhold federal taxes from their employees' wages. Whether…

Corporate Finance

Bank Financing
Mergers & Acquisitions
Cash Flow Management