We partner with our clients to tailor a plan for your business that meets your needs and drives toward business success.
Please review our complete list of services:
Accounting & Audit Services:
• Audits of corporate financial statements and ERISA audit of employee benefit plans
• Prepare compilation and reviews of financial statements
• Review of accounting systems
• Location of sources for financing
• Assisting in preparation of financial forecasts, projections, credit applications, and payroll processing
Tax Services:
• Personalized tax planning for owners, executives and their families
• Tax planning for businesses
• Estate planning
• Pension and profit-sharing planning (including deferred
compensation and welfare benefit plans)
• Planning for orderly succession of business ownership
• Preparation of all business and individual federal and state tax returns
Call Now to Schedule and Appointment
Thank you,
Kathleen R. Lane CPA