Practical tools and reference material.

The firm works with businesses and their owners, individuals and executives, independent professionals, and not-for-profit organizations. Engagements are shaped around the accounting, tax, payroll, planning, or advisory work required.

Describe the issue, change, or decision you are facing. The conversation is used to understand the situation, identify the likely scope of work, and determine whether the firm is the right fit.

Yes. Accounting support can begin with a review of the current records, reconciliation and cleanup, then a practical process for keeping the books current.

Yes. Services include comprehensive payroll processing, after-the-fact payroll reporting, and access to online payroll. See the Payroll Services section for details.

Yes. Support includes selection, setup, business-specific training, phone and email answers, file review, cleanup, and repeatable workflows.

Do not ignore the notice or its deadline. Contact the firm with a general description of the issue. Sensitive documents should be sent only through the secure portal. See Tax Problem Resolution.

Use the secure client portal for sensitive documents. Do not email Social Security numbers, tax documents, or account information.

Office visits are available by appointment in Lower Manhattan and Plantation. Neither office accepts mail. All correspondence goes to the Davie mailing address shown on the Contact page.

Fees depend on the scope, condition of the records, timing, and level of support required. The complimentary consultation helps clarify the engagement before work begins.