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Our Services:

  • Attest services including audits, reviews and compilations
  • Financial statement preparation and analysis
  • Tax compliance/planning/representation for business entities, individuals, not-for- profit organizations and qualified pension plans
  • Fiduciary tax compliance/planning/representation and accountings for trusts and estates
  • Service by individual partners and senior staff as executors and trustees
  • Complete bill-paying and bookkeeping services
  • Financial and estate planning, investment performance and cash flow monitoring and general financial advice