Client Services

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Our firm offers a wide range of services to our individual and business clients. Being a small firm, we are able to offer our clients personalized quality service. 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.


Tax Services


Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, and partnerships.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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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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Accounting Services


Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Other Services


FAFSA Completion & Financial Aid Consultation

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Loan Staff

We lend accountants, tax personnel, financial personnel, or internal auditors to our clients for a defined (usually short) period of time. This could prove as a flexible and efficient solution to quickly and efficiently solve any problems arising.

• Do you have temporary shortage in your finance department due to medical leave, maternity leave or unplanned staff turnover and require temporary staff to support the existing staff in the interim?
• Do you have skill gaps in certain areas of your finance function and require skilled personnel to perform on-the-job coaching and knowledge transfer to your existing staff?
• Do you have increased workload due to year-end statutory audit and other reporting requirements that have put your existing staff under undue pressure and require temporary skilled professionals to support them?
• Do you have special finance-function related projects that require specific expertise and external perspective?

Key Benefits to our Clients


• Uninterrupted business operations, through the deployment of our experienced loan-staff accountants in the event of temporary manpower shortage in your company
• Access to leading practices and knowledge sharing, which facilitates continuous improvement in your business.
• Timely and accurate financial and management reporting
• Seamless statutory audit process, with minimal surprises from the audit
• Enhanced accounting and business controls

We have experienced and dedicated professionals, who have a deep understanding of the local market challenges, knowledge of contemporary practices from developed markets, and an ability to bring sector experts to assist you. We consistently attract and retain the best talent, which enables us, in turn, to deliver the expected value to our clients

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Consulting Services


Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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