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16 17<a name="top_page"></a> 18<div id="page_description">Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description. <p><br />As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed. <p> </p></p></div> 19<br> 20<div id="services-top-list" align="center"> 21 <table id="services-top-list-table"> 22 <tr> 23 <td class="services-top-list-column-1" valign='top'> 24 <ul> 25 <li> 26 <a href ="#Reviews & Compilations">Reviews & Compilations</a> 27 </li> 28 <li> 29 <a href ="#Financial Statements">Financial Statements</a> 30 </li> 31 <li> 32 <a href ="#Accounting Services">Accounting Services</a> 33 </li> 34 <li> 35 <a href ="#Estate & Trust Tax Preparation">Estate & Trust Tax Preparation</a> 36 </li> 37 <li> 38 <a href ="#Tax Planning & Preparation">Tax Planning & Preparation</a> 39 </li> 40 <li> 41 <a href ="#Business Consulting">Business Consulting</a> 42 </li> 43 </ul> 44 </td> 45 <td class="services-top-list-column-2" valign='top'> 46 <ul> 47 <li> 48 <a href ="#Business Succession Planning">Business Succession Planning</a> 49 </li> 50 <li> 51 <a href ="#Consulting Services">Consulting Services</a> 52 </li> 53 <li> 54 <a href ="#Estate Planning">Estate Planning</a> 55 </li> 56 <li> 57 <a href ="#Purchase and Sale of a Business">Purchase and Sale of a Business</a> 58 </li> 59 <li> 60 <a href ="#Retirement Planning">Retirement Planning</a> 61 </li> 62 </ul> 63 </td> 64 </tr> 65 </table> 66</div> 67 68<h3 class="services-list-cat-title">Accounting Services</h3><hr> 69<a class="service-type" name="Reviews & Compilations"></a> 70<h4 class="services-list-title">Reviews & Compilations</h4> 71<p> 72We 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 two levels of assurance: <P> 73*Review - some analytical procedures conducted with limited assurance <P> 74*Compilation - based upon client information provided and used primarily for internal use. <P> 75</p> 76<div style='float: right'><a href='#top_page'>Go To Top</a> 77</div><a class="service-type" name="Financial Statements"></a> 78<h4 class="services-list-title">Financial Statements</h4> 79<p> 80We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. <P> 81</p> 82<div style='float: right'><a href='#top_page'>Go To Top</a> 83</div><a class="service-type" name="Accounting Services"></a> 84<h4 class="services-list-title">Accounting Services</h4> 85<p> 86Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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: <p>*General ledger & financial statement preparation <p><p>*Accounting system setup for new businesses <p>*Compilation of financial statements <p><p> </p></p></p></p></p></p> 87</p> 88<div style='float: right'><a href='#top_page'>Go To Top</a> 89</div> 90<h3 class="services-list-cat-title">Tax Services</h3><hr> 91<a class="service-type" name="Estate & Trust Tax Preparation"></a> 92<h4 class="services-list-title">Estate & Trust Tax Preparation</h4> 93<p> 94Effective 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. <P> 95</p> 96<div style='float: right'><a href='#top_page'>Go To Top</a> 97</div><a class="service-type" name="Tax Planning & Preparation"></a> 98<h4 class="services-list-title">Tax Planning & Preparation</h4> 99<p> 100Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position. <P> 101</p> 102<div style='float: right'><a href='#top_page'>Go To Top</a> 103</div> 104<h3 class="services-list-cat-title">Consulting Services</h3><hr> 105<a class="service-type" name="Business Consulting"></a> 106<h4 class="services-list-title">Business Consulting</h4> 107<p> 108We 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 s
108ound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. <P> 109</p> 110<div style='float: right'><a href='#top_page'>Go To Top</a> 111</div><a class="service-type" name="Business Succession Planning"></a> 112<h4 class="services-list-title">Business Succession Planning</h4> 113<p> 114Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation. <P> 115</p> 116<div style='float: right'><a href='#top_page'>Go To Top</a> 117</div><a class="service-type" name="Consulting Services"></a> 118<h4 class="services-list-title">Consulting Services</h4> 119<p> 120We 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 are just a few of the areas in which we provide consulting services: <p>*Accounting software selection and implementation <p><p>*Buying/selling a business <p>*Business process improvement <p>*Computer systems <p>*Financial & retirement planning <p>*Estate planning <p> </p></p></p></p></p></p></p></p> 121</p> 122<div style='float: right'><a href='#top_page'>Go To Top</a> 123</div><a class="service-type" name="Estate Planning"></a> 124<h4 class="services-list-title">Estate Planning</h4> 125<p> 126Effective 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. <P> 127</p> 128<div style='float: right'><a href='#top_page'>Go To Top</a> 129</div><a class="service-type" name="Purchase and Sale of a Business"></a> 130<h4 class="services-list-title">Purchase and Sale of a Business</h4> 131<p> 132Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning. <P> 133</p> 134<div style='float: right'><a href='#top_page'>Go To Top</a> 135</div><a class="service-type" name="Retirement Planning"></a> 136<h4 class="services-list-title">Retirement Planning</h4> 137<p> 138Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. <P> 139</p> 140<div style='float: right'><a href='#top_page'>Go To Top</a> 141</div><!-- --></td></tr></table></td></tr></table></td></tr><tr><td id="z00_14" align="right" height="40" colspan="2" background="images/00_14.jpg?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496"><table width="100%" border="0" cellspacing="0" cellpadding="0"><tr><td id="z00_16" height="59" valign="bottom" style="background-image: url(images/00_16.jpg?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496); background-repeat: no-repeat; background-position: right bottom; "><table width="100%" border="0" cellspacing="0" cellpadding="0"><tr><td width="82%" align="left" valign="bottom" style="padding-left: 20px;"><table id="bottomMenu" border="0" cellspacing="0" cellpadding="0"><tr><td valign="top" style="padding-right:4;padding-left:4;"><a href="home.html" class="bmenu" id="bmenu1">Home</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="firm_profile.html" class="bmenu" id="bmenu2">Firm Profile</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="client_services.html" class="abmenu" id="abmenu">Client Services</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="info_center.html" class="bmenu" id="bmenu4">Info Center</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="newsletters.html" class="bmenu" id="bmenu5">Newsletters</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="financial_tools.html" class="bmenu" id="bmenu6">Financial Tools</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="links.html" class="bmenu" id="bmenu7">Links</a></td><td class="z111_31" valign="bottom"><img src="images/111_31.gif?template=Curves&colorScheme=blue&header=headers1&button=buttons1&d=1771010166496" width="25" height="33" alt="menu"></td><td valign="top" style="padding-right:4;padding-left:4;"><a href="contact_us.html" class="bmenu" id="bmenu8">Contact Us</a></td></tr></table></td><td width="18%" height="59" align="right"><div align="center" class="footer">Designed by CCH Site Builder</div></td></tr></table></td></tr></table></td></tr></table></center></body></html>
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