Other Services / Miscellaneous
Asset protection, or wealth preservation planning, makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or other strategies.
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
Assistance is provided to the elderly and their families to be sure that their needs are properly addressed. Services range from assistance with basic financial transactions to investment, tax and estate services. Also provide coordination and monitoring of service providers in the areas of health, social and legal services.
Estate Accounting & Administration
We offer accounting and administration services to executors and families of decedents, including assistance with the probate process, help with identifying assets and settling the estate, and preparation of reports for submission to beneficiaries or the courts.
Our accounting, auditing and tax services are also provided to community non-profit organizations. We have experience in dealing with the special needs of these organizations.
We are a Certified QuickBooks Advisor, and provide installation and support for our many QuickBooks clients.