BUSINESS SERVICES Accounting and Auditing We offer an extensive range of accounting and business advisory services from maintaining your computerized general ledger to preparing audit, review and compilation reports on your financial statements. Tax Planning and Compliance Tax services mean more than just filling out the right forms. We believe that it is far better to prevent tax problems than to react to them. Forecasts and Projections In business, forecasts and projections are road maps to our future — without them, it’s hard to tell where you’re going or how to get there. Loan Applications We have the ability to streamline your application process and help keep your focus where it’s needed — on your business. Business Valuations Looking to sell your business (or buy one)? Or would you just like to know what your business is worth? We can help you understand the value of your company. Cash Management and Budgeting The core of any successful business isn’t just making the money but managing it. Computer Consulting We can help you set up and maintain your computerized bookkeeping and accounting systems, thereby ensuring that you get the most out of your investment. Litigation Support Whether it’s for a business valuation, a divorce settlement, or some other economic related issue, we can provide expert witness and consulting services — in and out of the courtroom.   PERSONAL SERVICES Cash Flow Planning It isn’t always what you have — but what you do with it. Even your household can benefit from improved cash management. Risk Management The various stages of life require different types and levels of insurance. We can help you determine your needs and how best to manage them. Tax Planning and Compliance Until members of Congress learn how to spell “simplification,” we will continue our efforts to comply with the Internal Revenue Code at the least tax burden to our clients. Education Planning Today, a college education can cost as much or more than your house. We can help you develop a solid financial plan that will provide for your children’s education. Retirement Planning Whether your plans include sailing around the world or just running around town, developing a retirement strategy today will ensure it’s there for you tomorrow. Estate Planning You didn’t work hard all your life to turn over more than half of your Estate to the government. Let us show you how to ensure that your family is taken care of and that your Estate is maintained according to your wishes. Investment Planning Investing your money and other assets is not that simple but we can make the job easier by helping you make informed choices about your investments.