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...)