Our Clients and Services

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Our clients primarily consist of closely held businesses across a diverse range of industries, including manufacturing, construction, retail, wholesale distribution, motor carriers, restaurants, real estate, agriculture, general businesses, and trusts.

As a full-service accounting and consulting firm, we bring a broad spectrum of expertise and serve as trusted, effective business advisors. Our approach centers on deeply understanding each client’s unique business and focusing on the key factors that drive success. We offer a comprehensive suite of interrelated services tailored to meet the diverse needs of our clients:

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         Accounting and Financial Reporting
         We perform audits, reviews, and compilations of financial statements, tailoring financial reporting to meet the requirements of                     management, financial institutions, and other stakeholders.

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        Income Tax Planning and Preparation
        Our income tax services include strategic planning and preparation of business and individual tax returns designed to minimize tax            liabilities and maximize financial efficiency.

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        Profitability Analysis
        We provide consulting services to help businesses analyze operations and identify key issues that enhance profitability and overall            performance.

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        Fringe Benefit Plans
        Our team offers guidance on plan design and structure, as well as preparation of required regulatory filings with government                      agencies such as the IRS and Department of Labor.

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        Business Succession and Retirement Planning
        We assist clients in planning for the continuity or sale of family-owned businesses, helping them achieve long-term objectives,                    including retirement readiness.

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       Computer Applications
       We evaluate and implement business information systems, recommending and integrating low- to mid-range accounting software               solutions that improve operational efficiency.

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       Strategic Consulting
       Our strategic consulting services support estate planning, business growth, and financial goal achievement. We help define                         short- and long-term objectives, design actionable plans, and assist in their execution to ensure success.