PRIVACY NOTICE CLIENT PORTAL CONTACT
Toms River NJ Office
Brick NJ Office
Manahawkin NJ Office
Our objective is to determine, understand and fulfill client expectations of Professional Services through dedicated people, dynamic technology and effective communication.

Audit and Accounting

  • Audits
  • Compilations and Reviews
  • Agreed Upon Procedures
  • Cost Certifications
  • Break Even Reports
  • Cash Flow and Budget Analysis
  • General Accounting and Bookkeeping

Tax Services

  • Business Tax Planning
  • IRS Representation
  • Individual Tax Planning
  • Business and Individual Tax Preparation
  • Estate and Gift Tax Planning and Preparation
  • International Tax Issues

Financial Planning Services

  • Investment Advisory Services
  • Retirement Planning
  • College Planning
  • Wealth Management
  • Risk Management

Litigation and Valuation Services

  • Business Valuations
  • Damage Claims
  • Forensic Matters
  • Marital Matters
  • Shareholder Issues

Business Advisory Services

  • Mergers Acquisitions
  • Accounting Software Consulting
  • Buy/Sell Agreements
  • Employee Benefit Analysis
  • Capital Needs Financing

A simple philosophy has guided our firm to meet the needs of our clients and provide them with the highest quality of professional service available. To implement this philosophy, the firm maintains an excellent system of client communication and continually strives to hire and retain highly skilled professionals. We believe that selecting the right people is the most important component to fulfilling our philosophy. We seek professionals who we perceive as well-rounded and highly motivated with good communication skills. We stress continuing education, on-the-job training, professional associations and community involvement.

Commercial Enterprises

  • Construction
  • Manufacturing
  • Distribution
  • Retail
  • Food Services
  • Death Care
  • Insurance
  • Investments
  • Broker Dealers
  • Real Estate
  • Health Care
  • Physician Groups
  • Law Firms
  • Professional Services
  • Technology

Employment Benefit Plans

  • Defined Benefit Plans
  • Defined Contribution Benefit Plans
  • 401K Plans
  • 403B Plans

Not For Profit

  • Foundations
  • Group Homes
  • Community Services
  • Mental Health Services
  • Acute Care
  • Veteran Groups
  • Education

Public Housing and Governmental

  • HUD Funded Engagements
  • Public Housing Authorities
  • Tax Credit Partnerships
  • Boards of Education
  • Municipal Utility Authorities
  • Other Governmental Entities
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