Client Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from exceptional personalized service. We have listed the main services that we offer to our clients, together with a brief description.

Accounting and Assurance Services

We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including General Ledger and financial statement preparation and accounting system setup assistance for new businesses.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use and tax purposes.

Tax Advisory Services

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced team can develop proactive, tax-minimization strategies to optimize your after-tax position.

We provide corporate, estate and personal tax planning services to help ensure long term financial success.

Retirement Planning and Estate Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Specialized Tax Services

Our team has the expertise and experience to provide specialized tax services when circumstances require. We successfully assist our clients with the following:

  • Purchase and Sale of Businesses
  • Immigration and Emigration
  • Succession Planning
  • Business expansion planning