Estate and Gift Planning
Personal Financial and Retirement Planning
Litigation Support and Forensic Accounting
Succession Planning
Executive Search and Recruiting
Personal Records Management
Turnaround and Recovery
SEC Practice
Banking Relations

Personal Records Management

For clients who have more than one stock and bond broker or execute many transactions, we monitor and report on the status of the accounts and overall financial picture. Clients can receive information and detailed reports on a monthly, quarterly, bi-annual, or annual basis.

We offer an array of services to individuals who prefer to rely on their accounting firm to manage their personal finances. For clients who travel extensively or maintain multiple residences, receiving, monitoring, and paying of bills can present a difficult challenge. For those clients, we assign a personal bookkeeper to manage all aspects of their personal finances. This service is closely tied into the tax return preparation process, so that the proper payments of quarterly estimated taxes can be made.