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
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts and gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business


Tax Planning & Preparation


Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. 

Estate & Trust Tax Preparation


Effective estate and gift 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, For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


​​IRS Representation


During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.


Business Entity Selection


Choosing the form of entity of your business ("S" corporation, sole proprietor, limited liability company, etc.) 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.


Bookkeeping


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.


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:


  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)


Audits, Reviews & Compilations


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 provide financial reporting on all three levels of assurance:


  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and is primarily for internal use.


Forensic Accounting


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


Business Valuations


Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.


Litigation Support


Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditng 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.


Family Law Litigation Support


All types of family law related work, including business valuations, income analysis, tracing and others.


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.​​

Certified Public Accountants

Green CPA Firm

Client Services


Our firm offers a wide range of services to our individual and business clients. We provide each and every one of our clients with personalized, quality service tailored to their own specific needs. 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.


  • Tax Services


  • Tax Planning & Preparation


  • Estate & Trust Tax Preparation


  • IRS Representation


  • Business Entity Selection


  • Bookkeeping


  • Accounting Services


  • Audits, Reviews & Compilations


  • Forensic Accounting


  • Business Valuations


  • Litigation Support


  • Family Law Litigation Support


  • Consulting Services