Advisory Services

Individuals and organizations are certain to encounter a myriad of financial and tax related issues in the conduct of their routine financial affairs.  As a leader among public accounting firms, we bring more than 30 years of experience in many areas of practice, several of which are listed below. We feel our ability to provide comprehensive knowledge from various specializations reflects our versatility and competency, as well as our dedication to quality client service.

• Asset protection
• Business entity selection
• Evaluation of internal controls

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your qualified and non-qualified retirement plans will ensure financial independence during your working years and through your retirement years.   Consider our services when deciding when and how much to draw from your retirement assets, and how to coordinate required minimum distributions (RMD’s) with other income sources.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEP's, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.