Innovative Entrepreneurial Experienced

Services

Our clients represent a broad range of business and industry, individuals, and nonprofit organizations in the Burlington metro area and beyond. Please find more in depth information of the myriad services we offer in the sidebar to the right.

Tax Planning & Compliance
For individuals, corporations, trusts and estates that are seeking effective strategies to keep more of what they’ve earned. We also prepare all types of tax returns, including gifts and estates, trusts and foundations.

Accounting, Auditing & Planning
For businesses needing certified audit, review and compilation of financial statements, compliance studies and more.

Business Financial Management
For assistance with financial forecasts, projections, and analyses relating to budgets, working capital needs, cash flow projections, business strategic planning and key performance indicators. 

Financial and Estate Planning
For individuals who want to develop a sound financial plan to retain assets in the family or transfer a business to the next generation as economically as possible. 

Retirement Planning Design 
For individuals and companies that desire to save for retirement or provide valuable cost saving benefits to employees via qualified Pension Plans, IRA’s, 401(k)s and other plans.

QuickBooks Installations & Support
For businesses and individuals who elect to utilize the QuickBooks accounting software for their bookkeeping needs. We offer bookkeeping, installations, reviews and a knowledgeable QB support staff.
Find out how you might benefit from outsourcing parts or all of your bookkeeping:  Click here.

Business Valuations & Planning 
For determining the value of closely held companies for estate planning, ownership transfers, matrimonial litigation and other purposes.

Entrepreneur Services
For entrepreneurs who want to be proactive and progressive in their management styles. Ultimately, this creates businesses that are not only profitable but can be transferred to the next generation or sold to outside parties.

Your privacy and the security of your information is our priority. Please visit the firm’s Security Policy.