Qualified Professionals

Professional Services


Over 40 years of audit, accounting and tax experience. One of the largest specialty firms in the eastern United States providing services to both commercial and employee benefit organizations.


We currently provide professional services to a wide variety of commercial and not-for-profit entities and more than 150 employee benefit organizations in 12 states.


Our professionals are Certified Public Accountants, Certified Financial Forensics and Consultants are highly trained and have extensive employee benefit organization, tax, forensic, and corporate auditing experience.


Continuing professional education is essential to our firm and its success. Our professionals are required to earn a minimum number of continuing professional education credits each year.

In addition, our professionals are required to attend CPE courses specific to their area of expertise like in the case of employee benefit plans, they attend various courses offered by both the AICPA and International Foundation of Employee Benefit Plans. We also participate in specialized employee benefit training, having our professionals attend the Annual Benefit Plan and Department of Labor Update presented by the American Institute of Certified Public Accountants as well as seminars sponsored by the International Foundation of Employee Benefit Plans.


Our professional performance and quality are first and foremost. Every 3 years we voluntarily submit our work for review to the American Institute of Certified Public Accountants. Over the past nine years we have received unqualified opinions. We are also members of the AICPA's Employee Benefit Plans Audit Quality Center.