Services
We are a full service CPA/Financial Service Firm. As such, we offer a full array of services including but not limited to the following:
Accounting, Bookkeeping and Payroll:
- Financial Statement Reviews and Compilations
- Monthly/Quarterly Bookkeeping
- System Assistance (Quickbooks)
- Payroll and Payroll Reporting
- Training
Business Planning:
- Choice of Business Entity
- Projections/Budgeting
- Cash Flow Analysis
- Business Continuity Planning
- Financing
Investment:
- Comprehensive Financial Planning:
- Retirement
- College
- Estate
- Insurance
- Risk Analysis
- College Savings Programs
- Social Security Analysis
- 401k Rollovers
- IRAs and Roth IRAs
- Business Retirement Programs
- Wealth Management
Taxation Preparation and Planning:
- Individual Tax
- Business Tax (Corp, LLC, Partnerships)
- Trust, Estate and Gift Tax
- Tax Planning and Transaction Structuring
- Tax Representation (IRS, IDOR, IDES, DOL, etc...)