Services

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Asset Recovery

There are many reasons why assets and other funds end up as unclaimed, or in dormant accounts. We specialize in finding such assets and locating the individual or company or other entity to which the funds belong. Sometimes, we are asked to find an asset or funds that someone thinks needs to be recovered. Usually, though, we find the funds by reviewing literally tens of thousands of government records and then we use various resources to locate the owner. Often, many years have passed since the asset "went missing." During that time, companies have moved, changed names, been acquired, or gone out of business. For individuals, people have moved, divorced, remarried or died. When we discover that the rightful owner has died, we try to determine the identity of the heirs and secure the release of the assets for their benefit.

Asset Recovery Testimonials


Real Estate

I enjoy working with small real estate investors, doing their tax returns, advising on creative techniques and being a sounding board for them. Let's talk about what you've done and the big plans you want to make happen!  For more details, checkout Real Estate Investing by clicking on the link on the left side.

Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.


Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. We can provide this to new clients. You can then print the completed tax organizer and fax or mail it to the office. Current clients are provided with a "proforma" tax organizer that includes prior year information and carryover data.

Self-Directed IRAs Investing in Real Estate and Other Non-Traditional Assets 
For more details , click on the link on the left side of the screen.

Bankruptcy and Insolvency
Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution. Other services are available representing the creditor side of such matters.


Eldercare Assurance
We perform geriatric care consulting for seniors and their families, including a wide range of services. For example, we provide assistance to seniors which allows them to remain in their home safely and comfortably for as long as possible. We offer one-stop-shop assessment of needs for assistance, delivery of services and quality assurance. We handle assistance in three areas: home health, financial, and home maintenance. Our firm includes a CPA and a Social Worker, and together we work with a network of service providers to provide whatever is needed by our clients. We strive to offer cost-effective services and products. We provide you and your family with the most precious gift of all -- peace of mind.


Litigation Support
We can provide a full range of assistance for you and your legal counsel.


Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.


Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.


Forensic Accounting
Our firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted in bankruptcy and insolvency cases, during matrimonial disputes, and partnership dissolutions, to investigatory accounting services, provide business valuation services and uncover malfeasance and financial irregularities.


Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement systems to detect and deter fraudulent activity.


Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.


Expert Witness Services
Our firm offers expert witness testimony in the areas of bankruptcy, domestic relations, conflict resolution, and other matters requiring forensic accounting expertise.


Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.


E-Commerce
Our 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.


IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.


Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.