Client Services

Our locally-based firm offers a wide range of services to our individual and business clients.  We are committed to providing personalized quality service to our clients in a timely manner.  Listed below are some of the services that we offer to our clients along with a brief description.



Our firm provides all of the services needed by a contractor to be successful. This includes both tax and financial statement planning prior to the company's year end, financial statement preparation, accounting assistance, percentage completion accounting, and assistance with your surety brokers and underwriters.

Tax planning is essential in order to ascertain that the overall income taxes paid by the construction client and its owners are minimized each year. Since many construction companies also have related entities, our tax planning services will take the big picture into account prior to year end to help minimize overall income taxes.

Our firm provides many additional services for our contractor clients. This includes assistance with joint ventures, construction claims, implementation of accounting and job cost systems, cash management recommendations and equipment ownership versus leasing determinations. In addition, we prepare graphs of our construction clients' financial information for the previous four-year period and also provide comparisons of their data with industry ratios. We also compare the companies' financial statistics with known surety tolerances.

Since our staff is highly trained in the construction industry, we can provide valuable benefits to construction companies whether they are initially being formed or have become large established companies.

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Accounting Services

Reviews & Compilations

We prepare review and compilation financial statements for our clients. In these engagements, we want to use our expertise to transfer skills to the client's accounting staff. 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 also prepare review and compilation personal financial statements.

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Accounting Services

Providing 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:

*Reviews and compilations (see below)

*General ledger

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

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Audit Services

We prepare audited financial statements for small to medium sized businesses. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. We believe in making our financial statements simple and easily understood by the client, financial analyst, and layman alike. To strengthen our clients' management procedures and operating results, we supplement each audit report with suggestions for obtaining these 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 & return preparation

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Nonprofit organizations

*Taxing authority representation

*Cost segregation services

*Tax effects of buying or selling a business

*Tax and cash flow feasibility studies

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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, partnerships, trusts, estates, and not-for-profit organizations.

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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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Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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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. We can guide you through the complex process of getting your financial affairs in order.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Business Consulting

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.

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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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Other Services

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Cash flow strategies

*Claims preparation

*Expert witness services

*Human resources support


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