Client Services


SPECIALIZED SERVICES

  • Account Analysis
  • Bank Reconciliation
  • Client Training
  • Client Write-up
  • Depriciation Schedules
  • Investment Portfolio Maintenance
  • Loan Amortization Tables
  • Present Value Analysis

TAX SERVICES

  • Carrybacks and rebates
  • Agency representation
  • Change in accounting method
  • Estate planning
  • Projections/planning
  • Research

LEGAL SUPPORT SERVICES

  • Estate controversies
  • Frauds and embezzlements
  • Insurance claims
  • Lost profits
  • Money damages
  • Special investigations
  • Bankruptcy proceedings
  • Class actions
  • Domestic Relations

MANAGEMENT ADVISORY SERVICES

  • Accounting systems design
  • Business valuations
  • Cash forecasting/projections
  • Financial planning
  • Internal control evaluation
  • Inventory reduction
  • Pricing strategy
  • Special project

FINANCIAL STATEMENTS

  • Compilation
  • Review
  • Audit
  • Personal

TAX RETURN PREPARATION

  • Corporate
  • Estate
  • Fiduciary
  • Foundations and exempt
  • Individual
  • Individual
  • Partnership
  • Payroll
  • Property
  • Sales