Consulting and Other Services

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Return to Top

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Return to Top

Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Return to Top

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Return to Top

Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Return to Top

Forensic Accounting

We are able to assist in preparing financial evidence and analysis for court against criminal activity. Our CPA has extensive experience with investigations and can provide review and consultancy for dispute resolutions to be used in court. We understand what attorneys need from an independent expert.
Return to Top

Fraud Prevention & Detection

Internal control studies will help your business identify weaknesses in your procedures and help you develop procedures to prevent fraud and detect fraud, if it occurs. Organizations of all types and sizes are susceptible to fraud, but small organizations with lack of staff or segregation of duties are usually easy targets. Fraud is an expensive and serious problem that can occur in any business. Our CPA can assist you with internal control studies to prevent and detect any fraud within your organization.
Return to Top

Tax Consulting

Tax laws change frequently, and many individuals and business owners are unaware of the myriad of rules that govern deductions, credits and reportable income. As a result, the average taxpayer may make mistakes that can result in the underpayment or over payment of taxes. If the taxpayer underpays his taxes, he may be subject to an IRS audit, with possible penalties. When a taxpayer overpays taxes, they lose money that’s rightfully theirs. A good tax consultant understands tax laws, and will use strategies that minimize obligations while also reducing the chance of an audit that could lead to a conflict with the IRS or with a state tax agency. In addition, tax consultants can prepare tax returns and other documents on behalf of their clients. Our many years of expertise, will ensure that you are getting the most up to date Tax advice.
Return to Top

Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Return to Top

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Return to Top

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Return to Top

Litigation Support

Attorneys need experts who can help prepare reports, critique reports, assist in the discovery process, and the preparation of questions for deposition and trial. They need experts who can give testimony in a case with forthright, simplistic language. Experts who can explain complicated findings and issues with easy-to-understand testimony and reports. Our office has extensive knowledge and experience and is able to provide Litigation Support.
Return to Top

Call today to schedule an appointment!