Businesses and Nonprofit Organizations

  • Business planning services, including start-up assistance, business plan preparation, and cash management
  • Financing services, such as loan applications and lease/buy analysis
  • Employee benefit and compensation planning along with administration of retirement plans and compliance with federal and state regulations
  • Review of accounting systems, plus recommendations for implementation of improvements
  • Operations analysis, including budgets and business forecasts
  • Payroll services
  • Investigative accounting
  • Representation before tax authorities
  • Compilation and Review of financial statements
  • Tax preparation and strategic tax planning

Individuals Trusts and Estates

  • Personal financial planning
  • Personal financial statements
  • Tax planning and projections
  • Tax preparation-federal, Arizona and all other states
  • Representation before tax authorities
  • Estate and Gift tax planning
  • Tax and financial advice relating to marital dissolution