Tax Services

• Business and Individual Tax Returns
• Tax Planning
• Estate and Gift Planning and Tax Returns
• Payroll and Sales Tax Returns
• Tax Audits
• Tax Issues
• Installment Agreements (Tax Obligations)
• Offers in Compromise (Tax Obligations)
• Multi-state Tax Issues/Returns

Audit & Accounting Services

• Audits
• Reviews and Compilations
• Personal Financial Statements
• Projections and Forecasts
• Monthly/Quarterly Financial Statements
• Accounting/Bookkeeping Assistance
• Overhead Allocation and Costing
• Uniform Financial Reports

Financial Planning

• Retirement Planning
• Investment Analysis
• Estate Planning
• Education Financing
• Risk Analysis/Insurance Needs
• Succession Planning

Consulting Services

• Part-Time Controller Services
• Bank Loan Proposals
• Purchase or Sale of Business
• Business Valuations
• Strategic Planning
• Business Plans
• Company Retreats
• Specialized Services to Family-Owned Businesses
• Forensic Accounting
• Fraud Investigation
• Litigation Support
• Budget and Forecast Models
• Operations Assessment Reviews

Consulting Services to the Health Care Profession

• Medicaid Cost Reports
• Uniform Data System Reports
• Billing
• Billing Consulting
• Freecare Consulting
• Compliance Plans
• Physician Credentialing
• Practice Valuation
• Practice Assessment
• Practice Management
• Medical Billing
• Collection Policies and Procedure Analysis
• New Practice Start-Up
• Strategic Planning
• Practice Mergers/Dissolutions
• Personnel Issues
• Retirement Planning
• Contract Negotiation
• Tax Planning
• Physician Compensation