Our firm offers a wide range of services to our individual and business clients.
The list below is by no means all-inclusive, so feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
INDIVIDUAL SERVICES:
Tax planning and preparation
Retirement and estate planning
Financial planning
IRS representation
Estate and fiduciary tax preparation
National Football League registered financial advisor
BUSINESS SERVICES:
Quickbooks consulting
Compilations and reviews
Bookkeeping and write-up services
Financial statement preparation
Tax planning and preparation
Business valuations
Pension and profit-sharing plan consulting
Business entity selection
Mergers and acquisitions
Management advisory services and general business consultation
SITE NAVIGATION:
