We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

  • Medicaid and Medicare Provider Compliance Services
  • Medicaid and Medicare Consulting Services
  • Accounting Services
  • Audits, Reviews, and Compilation
  • Tax Management Services
  • Financial and Retirement Planning
  • Estate and Trust Planning and Tax Preparation
  • Litigation Support and Forensic Accounting
  • IRS Representation
  • Bookkeeping/Write-up
  • Entity Selection and Restructuring
  • Accounting Software Selection, Implementation, and Support
  • Computer Consulting
  • Financial Projections and Forecasts
  • Cash Flow and Budgeting Analysis
  • Mergers, Acquisitions, and Sales



    Medicaid and Medicare Provider Compliance Services
    This is the largest component of our practice. We provide cost report preparation services, rate setting projections and reviews and final settlement services for our LTHC facility clients.

    Medicaid and Medicare Consulting Services
    We provide reimbursement maximization and expert witness testimony for our LTHC facility clients.

    Accounting Services
    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

    These services include but are not limited to:
    - General ledger and financial statement preparation
    - Bookkeeping (Monthly, quarterly, or annual)
    - Accounting system setup and support
    - Payroll processing
    - Cash flow budgeting and forecasting
    - Personal financial statements
    - Employee benefit and profit-sharing plans
    - Corporate tax planning and return preparation
    - Litigation support

    Audits, Reviews, and Compilation
    Our financial statement services comprise all three levels of assurance depending on your company’s needs.
    - Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.
    - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
    - Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

    Tax Management Services
    We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

    Financial and Retirement Planning
    Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

    Estate and Trust Planning and Tax Preparation
    Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

    Litigation Support and Forensic Accounting
    Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.

    IRS Representation
    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

    Bookkeeping/Write-up
    Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

    Entity Selection and Restructuring
    For start-up companies as well as restructuring companies we will work with our cliets to determine the very best entity in which to operate, whether is be a regular or S corporation, partnership or LLC or LLP.

    Accounting Software Selection, Implementation, and Support
    Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.

    Computer Consulting
    As technologies advance rapidly, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.

    Financial Projections and Forecasts
    Whether need for a Certificate of Need application or part of a bank loan request, we prepare various types of prospective financial statements and information. Our involvement brigns an element of credibility to these prospective financial statements.

    Cash Flow and Budgeting Analysis
    Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

    Mergers, Acquisitions, and Sales
    We will work with your legal counsel , banker and broker to find buyers or sellers. In our LTHC client database and network we have A wealth of information as to targets and/or candidates.