A few of the business advisory services which are provided as follows:

Accounting and Auditing

  • Preparation of Generally Accepted Accounting Principles (GAAP) financial statements-A-133, visit this HUD, online and Yellow Book.
  • Auditing-Broker/dealer, Computer consulting, Construction, Day-Care Centers, Fire-houses, Foundations, Medical practices, Non-Profit Organizations, Municipalities, Pensions, Schools, and Unions and Locals.
  • Virtual CFO (interim controller functions).
  • Bookkeeping and write-up services, Bank Reconcilations, Account Analyses.
  • Maintaining Trust books for Attorneys.


  • Individuals including Schedule C and also tracking Investments (tax preparation and tax planning).
  • Corporations & Partnerships (tax preparation, forecasting and estimates).
  • High-Net worth Clients-Broadway artiste, TV and Movie Industry.
  • Pension Audits and Trusts and Estates Tax Returns.
  • Payroll (W-2 and 1099 year-end reporting) and sales tax returns.
  • Offers in Compromise with both IRS and State taxing authorities.
  • IRS and State tax delinquencies, disputes, resolutions and representations.
  • FBAR reporting including delinquent filings.
  • OVDP (Offshore Voluntary Disclosure Program) Initial program by the IRS in 2009 and then 2011 and resumed effective January 2012.


  • Sox 404 projects for SEC Public Companies-Key Controls, Testing of all Business Cycles,
  • Remediation, Preparation of Workpapers for External Auditors.
  • Choices of entity selections in incorporations.
  • Fraud Investigations and Forensic Accounting.
  • Financial forecasts and projections.
  • Implement Best Practices for Internal Control Processes for Small Business.

Pro Bono Services

  • Sox 404 projects.
  • Choices of entity selections in incorporations.
  • Fraud and forensic investigations.
  • Financial forecasts and projections.