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Services We Provide

Tax Planning and Preparation Individual tax strategies can be developed to meet your goals of saving for college education or planning retirement. We provide federal, state and local tax return preparation and can liaise with taxing authorities on your behalf.

Management Advisory Consulting Solutions focused on operational improvement and financial management are offered to assist businesses in building solid financial foundations to enable the business to compete in the marketplace. These services are complemented by training, procedure manuals or other visual learning aids upon request.

Financial Education and Training We offer financial education and training for business and individual development in workshop, small group and one on one settings. Using the basic financial statements or general ledger package, developing and managing a budget, and enhancing computer skills are some of the areas of consultation.

Attestation Business services performed include financial statement audits, reviews and compilations, internal control systems assessments and procedure recommendations. Individuals receive assistance with personal financial statements and business plan analysis.

For more information regarding our services or to schedule a consultation, please contact us at (412) 322-1196. Weekend and evening consultations by appointment. We look forward to serving you.