The Internet has substantially changed the way consumers today make purchases. Product research and reviews, pricing, and shopping are now instant at the touch of the consumer’s finger. Stringent competition means businesses must operate more efficient than ever from product development to supply chain, to overhead and sales distribution.

Our firm works with numerous retail businesses ranging in size; from small, one-person ownership to large, multi-million dollar stores.

Tax Services

  • Income tax return preparation and filing, including multi-state taxes
  • Capital asset planning and strategy
  • Cost segregation studies
  • Corporate tax planning
  • IRS audit support

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • QuickBooks set-up, training, and consulting

Consulting Services

  • Business planning, financial projections, and budgets
  • Business valuations
  • Cash flow management
  • Entity set-up and organizational structure
  • Business purchase, sale, and merger/acquisition
  • Wealth and succession planning
  • Retirement planning
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)
  • CFO services
  • Litigation support

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Operational audits
  • Internal control reviews
  • Employee benefit plan audits
  • Fraud investigations and risk management
  • Inventory counts
  • Agreed-upon procedures