Personal and Business
Tax Return Planning and Preparation. Tax
laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, and partnership
tax returns. We can make sure you get every advantage you deserve.
Litigation Support. We
assist our clients and/or their attorneys in many areas. Some examples where professional financial services are beneficial
include business valuations, forensic accounting, financial settlements, court financial statements (budget/spending and statement
of assets and liabilities), financial expertise for/at mediation, alimony and child support analysis, expert witness testimony,
long term planning, and discovery requests and management.
Business
Valuations. Business valuations are completed by a Certified Valuation Analyst for divorce settlements, buy/sell
agreements, and estate planning.
Training & Seminars.
All of our engagements include the main goal of
educating our clients. We also provide training for small and medium business size bookkeepers. We also provide
seminars for areas in which we provide services.
Financial Planning for Individuals
Whether you're
saving for major personal expenditures or your child's college education, we can help you in determining your financial
needs.
