Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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.

Client Services

Tax Services

Our firm offers tax services to businesses, individuals, estates and trusts. Whether it’s preparation of quarterly payroll tax returns or complex tax research, we have the resources to get the job done.

The services we offer include:

• Tax compliance

• Tax planning and forecasting

• Tax research

• Representation at examinations conducted by the Internal Revenue Service

• Representation at examinations conducted by state taxing authorities

• Advisement on new tax developments

Accounting Services

Our firm performs all types of accounting services. From bookkeeping work to financial statement audits, no job is too big or too small.

Our services include:

• Design and implementation of accounting and financial control systems

• Reviews of financial statements

• Preparation of compiled financial statements

• Bookkeeping services, including Quickbooks and Peachtree

Our diverse practice includes engagements in the following industries:

• Construction

• Condominiums

• Non-profit organizations

• Professional services

• Food industry

• Shipping


Business Consulting

Our firm also provides a wide range of business consulting and planning. Our clients know that whatever the situation, they can rely on us for help.

Our services in this area include:

• Implementation of computerized accounting and financial reporting systems

• Analysis of potential investments, mergers & acquisitions

• Recommendations for corporate reorganization approaches

• Guidance for real estate transactions and other investments

• Assistance with budgeting and preparation of feasibility studies

• Consultation on deferred compensation and employee benefit programs

• Advice on appropriate pension and profit sharing plans

• Aid in obtaining corporate financing


Quickbooks Consulting

We are a strong advocate of Quickbooks and have been providing support for our clients who use QuickBooks since Intuit released the first DOS version in 1991. In 1997, we joined the QuickBooks Professional Advisors Program. The pro-advisors in our office include partners Ilyne B Sbar and Wendy V Garcia.  In addition, each of our staff has working knowledge of Quickbooks.

Our range of QuickBooks related services include:

• System design and implementation

• Migration from other packages to QuickBooks

• On-site training

• Telephone support and training

• Review of accounting data and error correction

Litigation Support

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

• Forensic Accounting

• Preparation of Financial Affidavits

Personal Wealth Management

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

• Estate planning and administration

• Aid in obtaining personal and corporate financing

• Counseling on personal finances and assistance in analyzing investment opportunities

• Guidance for real estate transactions and other investments

International Tax Compliance

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.