FREEDOM

Focus on the future. We’ll handle the rest.

 

SYNERGY

We offer a cost-effective and comprehensive solution

 

RESULTS

We provide regulatory expertise and industry best practices

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Accounting, Review & Audit

We specialize in providing a variety of accounting services to small and mid-sized businesses, which include financial statement preparations, compilations, reviews and audits.  In addition, we also help businesses prepare financial budgets, forecasts and projections.

Tax Preparation & Planning

We provide an extensive range of tax preparation and planning services to individuals, partnerships and corporations, among others.  In addition, we remain informed of any upcoming changes in tax laws to help legally reduce your tax liability and plan accordingly for the future.

Forensic Accounting & Litigation

We provide forensic accounting and litigation support services to clients and their attorneys in a wide range of cases, including asset misappropriation, fraudulent billing schemes, and securities fraud.

Bookkeeping & Payroll

We provide various bookkeeping and payroll services to your business to help save you time. We also help import your accounting records into Quickbooks Online, interfacing it directly with our office. Provide us with your bank statements and check registers and we’ll take care of the rest.

Advisory & Regulatory Compliance

Using our extensive regulatory and industry experience, we advise our broker-dealer, investment adviser and hedge fund clients to develop a solid framework in order to help them remain compliant with federal securities laws, FINRA Rules, NFA Rules, the Bank Secrecy Act and other regulations.