| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting 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. |
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| (Click Service Title For Details) |
| Consulting Services | Financial and Tax Planning Services | ||
| Tax Services | Accounting Services | ||
| Litigation Support | Employee Benefit Plans | ||
| Peer Review Services | Other Services | ||
| Consulting Services |
| 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. The following is just a few of the areas in which we provide consulting services: *Financial and Retirement Planning *Estate, Trust and Gift Planning *Management and Advisory Services *Business and Not-for-Profit Organization Consulting *Fiduciary Responsibilities *Business Succession Planning *Debt and Financing Services *Buying and Selling a Business *Mergers and Aquisitions *Asset Protection *Cash Flow and Budgeting Analysis *Type of Entity Selection *Expert Witness Services *Business Valuations *Compensation Arrangements |
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| Financial and Tax Planning Services |
| Personal Financial Planning is a process designed to assess resources and develop organized strategies for achieving short and long term financial objectives. It can be event oriented or comprehensive. We have substantial experience in this area and would be happy to assist you in evaluating your personal situation. *Personal Financial Planning *Retirement Planning *Insurance Planning *Estate Planning *Gift Planning *Stock Option Planning *Education Planning *Cash Flows and Budgeting Analysis *Debt and Financing Services *Matrimonial / Divorce / Pre-nuptial Agreements / Support *Asset Protection *Investment Review *High Net Worth Individual Planning Services *Stock Option Valuation |
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| 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 and Return Preparation - Individuals / Corporations / Partnership / Limited Liability Corporations / Estates, Trusts, Gift / Not-For-Profit Organizations *High Net Worth Individual Planning Services *Taxing Authority Representation *Matrimonial and Other Litigation Support Issues *Planning for Stock Options *Tax Effects of Buying/Selling a Business *Ex-Patriot Tax Services
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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: *Audits, Reviews and Compilations *Financial Statement Preparation - Business / Personal *Financial Forecasts and Projections *Cashflow and Budget Analysis *Accounting system setup for new business *Litigation Support *General Ledger |
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| 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. *Matrimonial / Divorce / Separation *Alimony and Child Support *Expert Witness *Family Business Issues *Employee Financial Dispute *Business Valuation |
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| 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. *Pension and Profit Sharing Plans *Health and Welfare Benefit Plans (including Cafeteria and Section 125 Plans) *Deferred Compensation Plans *Stock Compensation Plans *Key-Employee Compensation *Employee Stock Ownership Plan (ESOP) |
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| Peer Review Services |
| We provide peer review services including system, engagement, and report reviews to accounting firms located in New Jersey, New York, and Pennsylvania. |
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| 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. *Mergers & acquisitions *Asset protection *Investment review *Bankruptcies *Litigation support *Cash flow forecasting *Employee benefit plans *Expert witness services *Internet commerce |
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