Our Services

Business
Advisory

Our business advisory professionals combine financial and accounting expertise with an in-depth understanding of your business to help you achieve your goals and maximize your profits. We will come along side you, find your pain points quickly and provide guidance to develop solutions. Whether it be business start-up challenges, business process improvements, planning services, process design and effectiveness, internal control gap analysis or cash flow management and revenue enhancement, we can assist you.

Tax Preparation &
Planning

Our tax lives have not become simpler, but rather more complex in recent years. If we have learned anything it is that you need more than just the annual filing of your tax returns. The service and guidance we provide to our clients is well beyond just getting the numbers right. Shifting legislation creates more complex tax codes that require proven expertise to navigate. Our tax professionals will help you to steer through the increasingly complex world of federal, state and local tax laws. Whether you are an individual, a partnership, a corporation, a family-owned group or a small business, working with a trusted advisor will help you maximize deductions, take advantage of available tax credits and minimize your tax obligation. We can also assist in mergers and acquisition planning, business succession planning, employee benefit plan tax compliance and retirement planning.

Estates &
Trusts

Determining how to safeguard your wealth can be a daunting task and can feel overwhelming; failing to set up a proper plan could mean your legacy is left in question. Let us help you. Our experienced team of professionals are well versed in all facets and issues that are unique to estates and trusts. Estate and trust accounting can be very complex and requires a detailed understanding of federal and state taxation issues. We understand both the financial and emotional aspects involved. We will work closely with you and your estate and trust attorney to plan your estate to minimize both income and estate taxes. Our experience in multi-generational estate planning, tax planning and compliance, family and charitable giving, business and exit strategies and cash management and saving will provide added value when structuring your estate and trusts.

Financial
Planning

Knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams. Our comprehensive planning and wealth management services can help you to develop a personalized road map for success. We will provide our professional experience and guidance every step of the way.

The journey to success begins with proper planning and is achieved by following a disciplined approach designed just for you. We will carefully evaluate your complete financial situation before making recommendations. This begins with the discovery process in which we learn all we can about your unique financial situation. Next, we carefully construct your financial roadmap. We gather key data such as your financial net worth, tax situation, debt obligations and risk tolerance, as well as your personal goals and business/career objectives. Using this knowledge, we work with you to create an individualized and comprehensive plan to help you work toward financial success. When needed, we will happily work with your other advisors, such as attorneys or insurance agents. During every step of the process, we carefully explain each financial component and answer your questions.

Once your financial plan is in place, we periodically review your plan for needed adjustments. Our lives and the financial markets are constant change and financial plans are a "work in process". We will make that process easier and help you every step of the way.

Bookkeeping

As a business owner, you have a lot on your plate. Who handles the bookkeeping for your business? Are you confident your books are in good order? Utilizing a trained bookkeeper can simplify your life, provide you peace of mind and give you back the time to concentrate on growing your business and taking care of your clients.

Our accountants understand full cycle bookkeeping for your business, will handle bank, merchant and credit card reconciliations, prepare and file city returns, sales tax returns, 571L's, prepare year end 1099's and produce monthly, quarterly or annual financial statements. The engagement can be tailored specifically to your needs.

Investments

We provide professional portfolio management and a variety of advisory services to assist you in the management of your investment portfolios. We love what we do and are motivated by a Committed Benevolent Interest in our clients, our families and our communities. Our disciplined investment process is customized for each client and utilized to establish guidelines for the portfolio construction process and targets for the ongoing management of your portfolio. All portfolios are monitored and managed based on your personal risk tolerance, time horizon, liquidity, income needs and other relevant factors to help provide the best opportunity to meet the objectives and goals of your portfolio.

Our goal is to be an independent resource that offers unbiased advice based on solid fundamentals and not cookie-cutter formulas. Because of our independence, we have access to a full roster or non-proprietary products and a complete menu of unbiased wealth management solutions. Our independent association with Money Concepts provides direct access to one of the largest product lines in the industry. This enables us to make unbiased recommendations utilizing quality investments and planning solutions.

We are committed to helping you meet your own unique challenges, objectives and financial goals. We pride ourselves on providing personalized service based on our can-do attitude. Our promise is to treat you with the individual care and respect you deserve. You can always expect our commitment to the highest level of professionalism with a constant eye on the details.