Services
A. ACCOUNTING AND AUDITING
1. Computerized Bookkeeping
2. Preparation of Financial Statements
3. Develop, Implement, Review Accounting Systems
4. Financial Analysis
5. Budgeting
6. Financial Management consulting
7. Auditing Financial Statements
B. MANAGEMENT ADVISOR SERVICES
1. Financial Planning
2. Assistance in Obtaining Financing
3. Assistance in Selection & Installation of
Computer Systems
4. Business Valuation
5. Consulting for Business Start Up
6. Review and Assistance in Selection of
Organizational Form
7. Review of Internal Accounting Controls
8. Cost Control Studies
9. Review of Accounts Receivable Collection Systems
10. Review of Insurance Coverage
11. Consultation on Personnel Management
12. Analysis of Capital Expenditures
C. PERSONAL FINANCIAL SERVICES
1. Tax planning
2. Personal Financial Statements Preparation
3. Investment Analysis
4. Estate Planning
5. Retirement Planning
6. Cash Flow Planning
7. Risk Management
8. Cash Management
9. Receipt Deposit Services
10. Invoice Payment Services
11. Budgeting
12. Planning for Wealth Accumulation
13. Planning for Children's Education
D. TAX
1. Individual Tax Planning
2. Individual Tax Return Preparation
3. Partnership Tax Planning
4. Partnership Tax Return Preparation
5. Corporate Tax Planning
6. Corporate Tax Return Preparation
7. Estate Tax Planning
8. Estate Tax Return Preparation
9. Trust Tax Planning
10. Trust Tax Return Preparation
11. Non Profit Organization Tax Planning
12. Non Profit Organization Tax Return Preparation
13. Planning for Business Merger or Acquisition
14. Planning for Business Liquidation or Sale
E. LITIGATION SUPPORT
1. Legal Counsel Selection
2. Valuation of Businesses
3. Assistance to Legal Counsel
4. Determination of Marital Estate
5. Separate vs. Community Property
6. Expert Witness Testimony
7. Prenuptial Agreements