Phone: (386) 274-2747
Fax: (386) 274-2757
Estate, Trust & Gift
Member Ormond Beach CoC
About the Firm
The firm performs audits, reviews and compilations of financial statements. Our audit clients include condominium and timeshare associations, municipalities, nonprofit organizations, construction companies, wholesale companies, and mortgage brokers businesses. Reviews and compilations are performed for a wide variety of clients in various industries. We also perform compilation and computerized bookkeeping services for many businesses that cannot justify an in-house accountant. We prepare various tax returns including income, estate and gift, sales and payroll. In addition, we provide consulting services, including, but not limited to, business valuations, estate planning and business succession planning, due diligence reviews, financial forecasting and projections, and litigation support.
We work directly with our clients and their staff to understand the requirements of their business. We tailor our programs to meet your specific needs. Our attempt is to always provide our client with personal attention.
The firm requires all professionals to complete at least 80 hours of Continuing Education bi-annually, as required by our professional standards. Courses are taken in various disciplines that are relevant to our clients.