Additional information

Profile:

Our firm has been in business since 1960, and is presently made up of twenty principals and staff. Our clients vary in size and industry, with our concentration being in the tax area. As a result we do extensive work in federal and multiple state taxation. We have vast experience in representing clients at all levels of the Internal Revenue Service including the Audit Division, Regional Appeals Office and the National Office.

Although we are a local firm and a majority of our clients are local businesses, we have a broad range of experience that includes extensive tax work and litigation support for publicly held corporations. We are particularly pleased to be able to state that every time one of our clients has been purchased by a publicly held company, we have been retained after the sale by the purchasing public company to assist with the transition. We are also proud of our strategic partnership with Select Family Office. www.selectfamilyoffice.com Select Family Office is a boutique multi-family office that offers traditional family office services and working together, we provide our income tax, estate planning, and accounting expertise. We also prepare financial statements and income tax returns for U.S. subsidiaries of foreign owned corporations.

In addition to the aforementioned work, we offer a range of business consulting service that compliment our tax and financial expertise. Our non-audit clients constantly use our experienced professionals as a sounding board in making management decisions. We perform audits and assist our clients with the selection and installation of accounting software. We also train our clients' personnel on the proper use of financial software.

Our greatest strength is in the skills, motivation, and experience of our professionals. They all have extraordinary tenure with the firm which gives our clients the continuity they like. We recognize the importance of service, quality and value; and we take great pride in our ability to handle both routine and complex matters. We operate under the Unifying Principle of "effective, efficient, competent, pragmatic service to our clients rendered in a professional fashion with integrity".

Overview:

Our firm offers a wide range of service to our individual and business clients. Because our firm is relatively small and we experience very little turnover with our professional staff, our clients benefit by getting personalized quality service from experienced accountants that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Family Office Services
Litigation Support
Financial Statements
Audit Services
Bookkeeping/Write-Up Services
Accounting Software Selection & Implementation
Tax and Estate Planning
Business Consulting
IRS Representation
Business and Individual Tax Preparation
Estate & Trust Tax Preparation
Tax and Estate Planning

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