Investment Review
Our CPA firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
Management Advisory Services
Our CPA firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Employment Benefit Plans
Our CPA firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. Benefit plans tax returns (5500) completed.
Internet Commerce
Our CPA firm is well aware of the tax compliance and technological challenges you face when you are considering Internet Commerce ventures. We will be happy to help.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. Our CPA firm can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.