Our Services

Because many companies have unique accounting and business needs, we apply pragmatic solutions that are tailored to fit each individual enterprise.
-Matt DePretis

Accounting

  • Financial Statements
    • Compilations
    • Reviews
    • Analytical report assistance
  • Bookkeeping and accounting

Tax Services - Planning and strategizing for businesses, individuals, estates, trusts, and nonprofits
in the areas of:

  • Taxes
    • Research and advice on tax matters
    • Tax bulletins to our clients
    • Tax return preparation
    • Representation of clients to tax authorities
  • Retirement
  • Estate
  • Education
  • Stock options
  • Alternative Minimum Tax

Consultation - Business financial issues

  • Controller services (for start-up and small business)
    • Implementation of accounting procedures and controls
    • Preparation of general ledgers and other internal reports
    • General management of accounting/finance departments
  • Business Consulting
    • Planning and implementation of information systems
    • Entity selection and consultation
      • C-Corporation, S-Corporation, LLC (Limited Liability Company)
      • LLP (Limited Liability Partnership), Limited Partnership, General Partnership, Non-Profit
    • Development of financial plans and strategies
  • Other services (industry specific)
    • Federal and State disclosure/cost reports for long-term healthcare facilities
    • Requests for government grants
    • Assistance with real estate transactions