We Provide Traditional Services:

• Audit, review, and compiled financial statements of not-for-profit organizations

• Audit, review, and compiled financial statements for privately-held companies

• Corporate, partnership, tax-exempt and individual tax return preparation

• Financial, income and estate tax planning for corporate executives and closely-held business owners

And Specialized Services:

• Diagnostic reviews of not-for-profit organizations’ unrelated business income tax (UBIT) liability

• Succession planning for owners of closely-held businesses

• Business plans

• Multistate income, sales and use tax diagnostic review and planning

• Client business reviews and “health check-ups”

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