Audits, Reviews & Compilations
Rick Parent, CPA
We emphasize obtaining a thorough understanding of our clients’ businesses through planning, allowing for well-organized financial statement engagements.
Tax Planning & Compliance
Our tax clients — individuals, businesses, estates, trusts and private foundations — receive a wide range of tax consulting and planning solutions along with timely tax preparation services.
Business Services & Bookkeeping
Our clients range from individuals, to closely held businesses, to small and mid-sized companies, such as professional corporations, retail establishments and restaurants.
Kevin Yardumian, CPA, CFE
A key aspect of our service is educating our clients about fraud prevention and setting up internal controls that help deter fraud before it occurs.
Estate, Trust & Succession Planning
Morrey Weitz, CPA
Proper estate planning is essential for preserving and directing an individual’s assets, reducing potential estate tax liability and providing proper liquidity.
We have experience in identifying relevant financial issues and presenting conclusions, allowing us to work closely with attorneys and their clients.