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 not listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

• Tax return and financial statement preparation
• Assist clients in maintaining accurate internal accounting records
• Assist client personnel with developing efficient internal accounting systems
• Assist with monitoring and minimizing business and individual tax liability
• Business and personal budgeting
• Estate and financial wealth planning
• Cash flow analysis
• Business start-up and dissolution planning
• Out-sourcing of internal accounting function
• Divorce planning
• Alternative financial analysis
• Business purchases and sales

• Budgeting and cash flow planning
• Referrals to bankers, leasing agents, attorneys, insurance agents, office furniture, computer consultants, legal consultants, payroll service, software, expert witnesses, money managers, retirement paln consultants
• Entity and tax planning
  • S-Corp
  • C-Corp
  • LLP (Partnership)
  • Sole Proprietorship
• Develop internal reporting systems
• Outsourcing of accounting responsibilities
• Develop bank relationships
• Review and analyze owner agreements

• Assist with valuation issues
• Consultation with owners or owner groups relative to financial/impact of dissolution
• Coordinate dissolution with law firm vendors, banks, retirement plan administrators, etc.
• Quantify tax effects of dissolution
• Prepare schedules reflecting the distribution of firm assets

• Year-end planning to determine current tax liability and plan for coming year
• Assist internal accounting personnel with maintaining accurate and useful records
• Determine effects of firm profits to firm owners
• Budgeting and cost control
• Networking with other law firms
• Merger analysis
• Owner compensation planning
• Tax and financial statement preparation

• Assisted with financial and tax planning related to sale of a mobile home park for $5,700,000.
• Implemented internal accounting system for multi-office contingent fee law firm.
• Handled IRS examination for non-client sole proprietorship in graphics design business.
• Developed law practice internal procedures to monitor shareholder tax liability for sole shareholder of an S-Corporation.
• Implemented Quickbooks job cost internal accounting system and assisted with update of accounting records for client in homebuilding business.
• Assisting with asset sale of three shareholder service corporation (S-Corp) including assist with negotiating contract relative to analyzing net cash to each shareholder.

• Prepared profitability analysis for law firm with 180+ employees resulting in substantial reduction in costs and overhead.
• Assisted with valuation, tax and cash flow planning for an estate.
• Assisted with succession planning including issuance of stock to long-term employees; project also involved transfer of corporate stock to a family limited partnership.
• Developed all aspects of proposals to three associate attorneys to become law firm shareholders.
• Assisting with developing internal cost allocation system for law firm who recently admitted a new shareholder with a unique financial arrangement.

• Manufacturing
• Retail
• Medical practices
• Law Practices*
• Homebuilding
• Investment partnerships
• Energy services
• Traders
• Sports management
• Not-for profit
• Oil and gas
• Contractors
• International entities
• Real estate

*Significant number of lawyer and law firm clients