Our Services

Our firm has the resources, experience, and depth of knowledge to offer these services

to individuals and businesses.  Click to connect today

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 deadlines.

Business Valuations (click for more information)

  • Establish fair market value of closely held business interests
  • When adding or removing an equity partner from a professional firm
  • Establishing a value for estate or gift tax planning or return preparation purposes
  • Shareholder disputes, mergers and acquisitions, or divorce.

Business Services (click for more information)

  • Business Consulting
  • Business Expansion
  • Buying & Selling a Business
  • Certified Public Accounting
  • Financial Forecast and Projections
  • Job Costing & Budgeting Analysis
  • Payroll Services
  • Bookkeeping/Write-Up/Assembly Reporting
  • Accounting Software Selection & Implementation
  • Computer Consulting Services
  • Executive Search-Financial/Accounting Positions
  • Internal Control Studies
  • Present Value Analysis
  • Start-up Business Services  

Compilation, Review & Audits  Independent 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

  • Generally Accepted Auditing Standards (GAAS) - American Institute of Certified Public Accountants (AICPA)
  • Generally Accepted Governmental Auditing Standards (GAGAS) - United States Government Accountability Office
  • Generally Accepted Accounting Principles (GAAP) - Financial Accounting Standards Board (FASB)
  • and/or the United States General Accounting Office
  • Circular A-133 – Audits of States, Local Governments & Non-Profit Organizations - Governmental Audit Quality Center 
  • 401(k) retirement plan Audits - US Department of Labor (DOL) 

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
other accounting services

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.

Forensic Accounting, Fraud, Litigation, Expert Witness Testimony and Loss of Income   

  • Litigation Support
  • Forensic Examination / Fraud
  • Expert Witness Testimony
  • Loss of Income Analysis
  • Dispute Resolution
  • Arbitration & Mediation

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.

Tax Planning, Preparation & Compliance Services (click for more information)

Our firm is uniquely experienced in

  • federal, state, individual, multi-state, family and corporate tax returns.
  • Meals and Rooms,  federal and state off road fuel tax rebates, fuel user sales and use, VT and NH homeowners property tax rebates.
  • Estate, 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 assistance.

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