Are you a high-income small-business owner who doesn’t currently have a tax-advantaged retirement plan set up for yourself? A Simplified Employee Pension (SEP) may be just what you need, and now may be a great time to establish one. A SEP has high contribution limits...
Tax, Accounting, Auditing and Consulting Services for Businesses
We serve small and middle-market, privately-held companies in many industries, including manufacturing, distribution, retail, banking, financial services, investments, real estate, construction and professional services, just to name a few.
Our clients are engaged in a variety of business endeavors, including:
- Real estate
- Title Companies
Each and Every Business is Unique
To be of value to a client, a professional must listen and listen well. Your company’s needs are unique, and our approach to service reflects this reality. Not only is each business unique, a company’s needs can change frequently and with little warning. This is why we never stop listening to you. What do you want to accomplish? We are ready to listen, and we are ready to collaborate with you in making your vision a reality.Our business clients range in size from less than $1 million in annual revenue to over $200 million. These companies have a variety of needs that arise from their own special business circumstances. For example, many of our clients operate in multiple states, and some have foreign subsidiaries. Others are U.S. subsidiaries of foreign parent companies. The needs of our construction, manufacturing and retail clients vary significantly from the special requirements of our banking clients. An important strength of our professional team is its depth and breadth of knowledge. This allows us to respond to a wide variety of special business issues. But even more important to you is our constant recognition that the needs of each industry, each company and each individual are unique.To enhance access and communication, our business clients can log on to their own secure, web-based, interactive worksite. Our clients have found this to be very beneficial, especially when planning for and communicating on significant projects, such as audit or consulting engagements.