We are committed to serving our clients in a timely manner. This commitment has led us to assemble a team of dedicated and proven professionals with broad educational and professional experience. We have proven professionals in auditing, taxation and consulting. This results in a high consistency of our performance and dependability.
Our program of professional development keeps our people knowledgeable about the latest developments applicable to our clients.
Our emphasis is on client service and delivery of an on-time product. All of our people are dedicated to the client service principle and will put whatever effort is necessary into meeting this goal.
The services performed by our firm include the following:
Auditing and Accounting
- Perform opinion and compliance audits
- Review or compile financial statements
- Develop accounting information and control systems
- Develop cash and other asset management programs
Industries served by our firm include the following:
| Nursing homes |
Community banks |
| Continuing Care retirement communities |
Agribusiness |
| Assisted living facilities |
Home builders |
| Home health agencies |
Manufacturers |
| Not-for-profit organizations |
Restaurants |
| Governmental entities |
Advertising agencies |
| Construction contractors |
Condominium associations |
| Real estate operators & developers |
Professional firms |
| Retail stores |
Medical services |
| Hotel & resort facilities |
Private social clubs |
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Taxes
- Specialize in tax consultation with emphasis on structuring transactions for maximum tax savings
- Consult on a regular, or as needed, basis regarding tax motivated strategies
- Advise clients as to current tax events and law changes and suggest planning opportunities
- Provide personal, business, and estate tax planning
- Develop personal financial plans
- Represent clients at all levels of Internal Revenue Service audit and appeals procedures
- Prepare tax returns
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Management Services
Financing
- Develop business plans
- Provide contacts and assistance in negotiations with banks, investors and customers
- Analyze investment options
- Design financial plans
Industry Expertise
- Consult with clients in all areas of their operations and financial structures in industries where our firm has developed particular expertise. These industries are primarily financial institutions, health care, not-for-profit organizations and real estate construction and development.
Computers
- Review and advise on computer systems and needs
- Develop and implement computer systems
- Perform information systems audits and security profile
Organization
- Assist with mergers, acquisitions and reorganizations
- Advise on basic organizational structures
- Recruit key personnel
- Develop employee compensation and benefit plans
Strategic planning
- Develop and advise on long range business and organizational plans
- Advise on methods of achieving goals
- Review financial projections
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