Professional Services

Audits, Reviews and Compilations

Our firm can provide compiled, reviewed or audited financial statements according to your needs.  More importantly, we can help you to use the financial statements in managing your business or organization.

Broker/Dealer Services

Our firm provides a range of services to the Broker/Dealer community.  We can audit your Focus report, assist your auditor in preparing your Focus or be your internal Financial and Operations Principal (FINOP).

Attest Services

Our firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.

Accounting Services

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable.

Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle or an even better one than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.