Estate Planning Consulting

Estate Planning ConsultingThe tax-relief opportunities for those with estates valued between $1 million and $5 million may disappear. That makes planning now even more important. Everyone has a unique goal for their estate, from planning for their children and grandchildren to leaving a legacy in their community. We’ll listen closely so we can understand what’s […]

Finance & Refinance Assistance

Finance and Refinance AssistanceIf you’re refinancing your home mortgage or applying for a new personal or business loan, we can help with the application process. The personal financial statement and net worth statements required by lenders can be daunting, let us do the preparation for you.

Financial Reporting

Financial Reporting and Audits, Reviews,and Compilations Stockholders, banks/creditors, tax authorities and private investors need assurance that financial statements accurately represent the true financial position of a company. Your stockholders, creditors, tax authorities, partners and/ or private investors have different levels of risk tolerance, so we provide these levels of assurance to meet your needs.

Acquisition/Sale Assistance

Acquisition/Sale of Business Assistance Looking to buy or sell a business? We can help you with the financial analysis. We also have colleagues in commercial lending, business brokerages, and business valuation experts that can guide you throughout the process.

Quickbooks Training

Depending on your needs, we can provide hands-on, one-on-one Quickbooks training or we can train a whole group utilizing a combination of hands-on training and slide presentations.