Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.                         

Peer Review Results

Our Primary Services - Audit and Attest

Employee Benefit Plans, Audit and Other Services

Companies with employee benefit plans of 100 or more plan participants are required by the Department of Labor and Internal Revenue Service to file Form 5500, including an audit performed by an independent CPA firm. We have conducted these audits for companies for some very large employers for many years.  In addition, the accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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Not-for-Profit Organizations Audit and Accounting

New York State requires Nonprofit Organizations meeting certain revenue levels to file its Federal Form 990 with the Office of the Attorney General. These forms will generally require a report from a licensed and independent CPA firm.

We provide traditional CPA services, but pay close attention to any special needs or requirements unique to this industry. The requirements for external reporting can be very complex, so we’ll work with you to help put these accounting rules into terms you can understand.

Our company offers a wide range of services to nonprofit organizations including, but not limited to: Audits, review and compilation of financial statements, controller assistance, Federal form 990 and state equivalents, tax planning, special tax elections, financial planning, money management, accounting software systems, managerial consulting services, lending arrangements, forecasts and projections, special investigative reports, evaluation of internal accounting controls, and assistance with any unrelated business income issues.

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Agreed Upon Procedures and Special Reports

Often, clients require attestation and reporting services other than opinions on financial statements. We routinely provide those services to meet the requirements of contractual arrangements, agreements with business partners, those of state and local governments, municipalities and others.

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Controller Assistance

From the inception of our firm, we have dedicated ourselves to providing Companies and Other CPA firms with the high level temporary accounting services they need to prepare for special requirements. Our clients include large and small companies, as well as Big Four, national and local CPA firms. Contact us for a brochure describing this service in detail to see if we can help you.

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Accounting Related Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

Contact us to see which of these services suits your needs best.

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales and Use/Business Property)
  • Personal financial statements

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Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Financial Forecasts and Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning and return preparation

- Individuals

- Corporations

- Partnerships


- Estates, trusts & gift

- Not-for-profit organizations

  • Taxing authority representation
  • Tax effects of buying/selling a business

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Estate and Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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1031 Like Kind Exchange Assistance

The IRS, through Section 1031 of the Internal Revenue Code, allows for the non taxable exchange of "like-kind" property. We can assist you in understanding the stringent tax requirements and help you through the process, including locating a Qualified Intermediary. With respect to realty, like-kind refers to any type of real property, even if use or purpose are different, as long as the property is held for business or investment purposes. Both the property sold and the property acquired should be held by the taxpayer for at least two years and should not be held with the intent of being sold immediately before or after the exchange takes place. Properties can be located anywhere within the United States, Virgin Islands and Puerto Rico.

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Consulting Services

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial and retirement decisions
  • Estate, trust and gift planning
  • and many other services CPA's traditionally provide.

Call us to see if we can serve you.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Pension and Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, Simples…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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