Business Details
We are a professional CPA firm dedicated to serving a diverse base of individuals and small to medium sized businesses. Our team utilizes a proactive approach to help every client identify and attain their specific financial goals. We specialize in the implementation of strategic tax and financial planning to maximize wealth retention. Our expertise extends across complex accounting needs, from business startup consultations to forensic accounting. We maintain rigorous professional standards by participating in the AICPA Peer Review Program. Our firm has designed and complied with a system of quality control that meets established AICPA standards.
We provide keen insight into the unique concerns and issues facing growing businesses today. Our partners bring extensive specialized skills to every engagement to ensure accuracy and compliance. We are committed to removing the element of surprise regarding tax liabilities through advanced planning. Our primary goal is to provide authoritative financial guidance that fosters long-term stability. We pride ourselves on delivering high-quality reporting and advisory services to our valued clients.
We provide keen insight into the unique concerns and issues facing growing businesses today. Our partners bring extensive specialized skills to every engagement to ensure accuracy and compliance. We are committed to removing the element of surprise regarding tax liabilities through advanced planning. Our primary goal is to provide authoritative financial guidance that fosters long-term stability. We pride ourselves on delivering high-quality reporting and advisory services to our valued clients.
Highlights and features
- We comply with AICPA quality control standards.
- Our firm participates in the AICPA Peer Review Program.
- We offer specialized forensic accounting and litigation support.
- Our team provides proactive tax liability projections.
- We support both QuickBooks online and desktop versions.
Services
Tax Preparation and Planning
We develop comprehensive strategies to minimize tax liabilities for corporations, partnerships, and individuals. Our team analyzes complex tax situations and provides advance notifications of upcoming liabilities. This proactive approach ensures clients avoid surprises while maximizing their overall wealth retention through professional planning.
Financial Statement Preparation
We prepare detailed financial statements for internal management and external third parties like banks. Our offerings include compilations, reviews, audits, and financial projections. These reports provide the essential data needed for investors and lenders to assess business health and viability.
Forensic Accounting Services
Our firm provides expert litigation support including fraud detection and business valuations. We assist clients with breach of contract disputes and the evaluation of economic loss. These specialized services offer critical financial clarity during legal disputes or complex corporate transitions.
Business Startup Consultation
We guide entrepreneurs through the challenging process of launching a new company. Our team assists in assembling loan packages for capital and refining business plans for profitability. We help new owners determine the feasibility of their ventures through professional analysis.
Management Advisory Services
We offer strategic guidance through budgeting and detailed cash flow analysis. Our experts evaluate internal control procedures and conduct feasibility studies for business improvements. These services empower business owners to make informed decisions based on rigorous financial data.
Reviews (2)
Robert Greenberg
Nov 05, 2020
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The accountant I used for my personal return and small businesses retired. It was the best thing that ever happened to me. I found Alan Bassman. He provides great customer service, incredible accessibility and technology all wrapped up in one package. Super accountant and consultant for my businesses.
Andrew Levy
Oct 27, 2019
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Critical: Professionalism, Quality They drain senior citizens of their fixed incomes.beware if you are over age 65
