Our Services

Tax

  • Tax planning
  • Tax compliance and preparation
  • Audit representation
  • Federal, state and local

 Accounting

  • Financial statement preparation
  • Compilation and review
  • General ledger and write up services
  • Payroll processing
  • Bookkeeping services

Wealth Management

  • Goal setting and risk analysis
  • Fee based asset management
  • Retirement planning
  • Asset accumulation
  • Lifestyle preservation
  • Fee based asset management
  • Mutual funds