CGP_6636-1Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by recieving 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.

  • Litigation Support
  • Employee Benefit Plans
  • Expert Witness Services
  • Asset Protection
  • Mergers & Acquisitions
  • Accounting Services
  • Audits, Reviews and Compilations
  • Bookkeeping/Write-Up
  • Financial Statements
  • Financial Forecasts & Projections
  • Cash Flow & Budgeting Analysis
  • Tax Services
  • Tax Planning
  • Tax Preparation
  • IRS Representation
  • Payroll Services
  • Sales Tax Services
  • Estate & Trust Tax Preparation
  • Consulting Services
  • Accounting Software Selection & Implementation
  • Business Succession Planning
  • Buying & Selling a Business
  • Estate Planning
  • Retirement Planning
  • Management Advisory Services
  • Business Consulting
  • Pension & Profit Sharing Plans
  • Investment Review
  • Debt & Financing Services
  • Business Entity Selection

Other Services


Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Employee Benefit Plans

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.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.