Small not-for-profit businesses cannot afford experienced and qualified CFO. You can hire a part-time CFO from
our team at reasonable cost. Please contact for more information.
Our firm offers a wide
range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting
personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along
with a brief description.
Business and Personal Tax Return Preparation
Tax laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, partnership,
trust, and estate tax returns. We can make sure you get every advantage you deserve.
Business Financial Reporting
We understand small businesses, since we are one ourselves. We can, on a consulting
basis, help you with such issues as business planning, cash flow analysis, and loan application preparation.
our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients
they are being properly represented before the various federal and state tax agencies.
Planning Small Business
Whether you're saving for major business expenditures or your child's college education,
we can help you choose the investment vehicles right for you.