Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:

• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs. We can prepare or assist you in preparing payroll reports, journals and general ledgers. We can assist you with other financial recordkeeping and reporting requirements so that the red tape in your life is minimized.

We will work with you and your other business advisors to help you solve your business problems. If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and your other business needs.