Benefit Plan Services; Weigh the complex
benefits and costs posed by today's qualified and
nonqualified pension and profit sharing plans,
including 401(k), SEP, SEP IRA, Keogh, life insurance
and health insurance plans.
Attest Services-Federal & State Agency Reporting;
We offer both limited and full scope attest services.
We work with your firm and VEDA/EPC to determine
compliance on loan or tax credit programs. We strive
to deliver cost-efficient attest services in
accordance with your mandatory reporting
Business Valuations (click for more
fair market value of closely held business
or removing an equity partner from a professional
a value for estate or gift tax planning or return
disputes, mergers and acquisitions, or
for more information)
& Selling a Business
Forecast and Projections
Costing & Budgeting Analysis
Software Selection & Implementation
Compilation, Review & Audits
examination of accounting data with the objective of
expressing an opinion on the financial statements.
Report formats are innovative and responsive to
individual client needs.
Audits are performed in accordance with
Accepted Auditing Standards (GAAS) - American
Institute of Certified Public Accountants
Accepted Governmental Auditing Standards (GAGAS) -
United States Government Accountability
Accepted Accounting Principles (GAAP) - Financial
Accounting Standards Board (FASB)
the United States General Accounting Office
Circular A-133 – Audits of States,
Local Governments & Non-Profit Organizations -
Governmental Audit Quality Center
retirement plan Audits - US Department of Labor
Condominium Services Our firm dedicates significant
effort to stay abreast of the required special
knowledge in this area. Services include audits,
budget preparation, homeowner tax advice and
Estates, Trusts & Generational Transfer Planning;
We work with law firms
and trustees/executors to administer simple and
complex single state or multiple state cases, prepare
cash flow projections, perform fiduciary accounting
services, review wills for estate tax issues and
provide post-mortem planning services.
Accounting, Fraud, Litigation, Expert Witness
Testimony and Loss of
Examination / Fraud
Investment Strategy Review
We perform a general portfolio analysis and review
the risks and returns of specific investment
types common to your age and preference. We will
also determine an optimal asset allocation for you by
taking your unique personal and financial goals and
resources into account.
Retirement Planning; We can analyze your
projected income and expenses and suggest
post-employment techniques to help you in your
Planning, Preparation & Compliance
for more information)
firm is uniquely experienced in
state, individual, multi-state, family and
corporate tax returns.
Rooms, federal and state off road fuel
tax rebates, fuel user sales and use, VT and NH
homeowners property tax rebates.
trust and gift tax preparation.
College Funding Analysis
FAFSA, VSAC, EFC? What do these initials mean? We can
assist you in establishing a plan - before, during or
after your child has entered college.
Bankruptcy & Insolvency Consulting
Consultation and evaluation with cases involving debt
timing, workout solutions, loan re-negotiation, code
interpretation, court testimony, tax department
negotiation, offers in compromise and trustee