Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
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Financial Planning and Investment Review |
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General Ledger Outsourcing |
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Audits, Reviews and Compilations |
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Financial Forecasts & Projections |
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Tax Planning & Preparation |
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IRS Representation |
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Consulting Services |
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Estate Planning |
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Financial Planning and Investment Review |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Owen W. Bregman is a registered investment advisor (see firm profile). |
| Request information about Financial Planning and Investment Review |
General Ledger Outsourcing |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assume all the day-to-day tasks associated with account for your business. Independent, time sensitive reporting is especially important to our clients with shareholders and investors who are not actively involved in the day-to-day operations such as venture capitalists, private equity and foreign investors. |
| Request information about General Ledger Outsourcing |
Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
Audit- an intensive examination with the highest level of assurance
Review - some analytical procedures conducted with limited assurance
Compilation - based upon client information provided and used primarily for internal use.
We are an AICPA peer reviewed firm. |
| Request information about Audits, Reviews and Compilations |
Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
| Request information about Financial Forecasts & Projections |
Tax Planning & Preparation |
| Our experienced staff can develop tax planning and projection strategies that take advantage of new tax laws and legislation. We prepare income tax returns for closely held businesses, high income and high net worth individuals as well as partnerships, trusts and estates. |
| Request information about Tax Planning & Preparation |
IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
| Request information about IRS Representation |
Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: Accounting software selection and implementation
Type of entity selection
Business valuations
Buying/selling a business
Computer systems
Financial & retirement decisions
Estate, trust & gift planning |
| Request information about Consulting Services |
Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
| Request information about Estate Planning |
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