Business Details
50+ Years
experience
Your Trusted Accounting Partner in West Warwick
Founded in 1947, we are a progressive, full-service accounting and consulting firm dedicated to supporting our clients' success in navigating the complex business climate. Our certified professionals offer expertise in accounting, tax, audit, and consulting services, backed by specialized training and experience. We maintain membership in Integra International, leveraging national and global expertise to deliver tailored solutions. Every service we provide is designed to address unique client needs, whether through audits, tax planning, business valuations, or management advisory. Our philosophy centers on building long-term relationships, offering specific expertise and perspective to strengthen our clients' financial foundation.We stay at the forefront of the CPA industry, ensuring compliance with evolving regulations while helping clients achieve their financial goals. Our approach combines personalized service with technological innovation, providing clarity in financial reporting and strategic planning. For over 50 years, we have served businesses, executives, and individuals in Rhode Island and Southeastern New England, prioritizing client success through proactive advice and proven results. Our commitment extends beyond transactions to fostering trust, transparency, and enduring partnerships that drive sustainable growth and financial stability.
Services
Tax Services
Audit & Review
Management Advisory
Trust Administration
Business Valuations
Financial Forecasts
Estate Planning
Details
- Year established: 1947
Highlights and features
- We have over 50 years of experience serving Rhode Island and Southeastern New England.
- Our team includes certified professionals with expertise in accounting and tax compliance.
- We provide personalized service through long-term client relationships.
- Our membership in Integra International offers national and global accounting insights.
- We focus on proactive tax planning and strategic financial advisory.
Services
Tax Services
We offer comprehensive tax planning and preparation services for individuals, businesses, and trusts. Our proactive strategies minimize tax liability while ensuring compliance with evolving regulations. Certified professionals provide year-round advice, representation before tax authorities, and tailored solutions for high-net-worth clients and growing businesses.
Audit & Review
Our audit and review services assess financial health through detailed analysis of statements and internal controls. We identify strengths and weaknesses to improve decision-making, satisfy regulatory requirements, and enhance credibility with lenders and stakeholders. Services include benefit plan audits and asset-based lending consulting for businesses.
Management Advisory
We guide businesses through all growth stages, offering strategic advice on entity selection, financial structuring, and exit strategies. Services include forecast preparation, financing assistance, and implementation of profit-sharing plans to optimize organizational performance and long-term value.
Trust Administration
Our trust administration services support efficient management of estates and fiduciary matters. We assist with tax compliance, asset distribution, and strategic planning to ensure alignment with beneficiaries' needs while adhering to legal and financial obligations.
Business Valuations
We provide accurate business valuations for mergers, acquisitions, and succession planning. Our analysis incorporates industry trends, financial metrics, and market conditions to determine fair value, supporting informed decisions for owners and investors.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and financial forecasting to meet regulatory and business needs.
Do you handle tax planning for individuals and businesses?
Yes, we offer year-round tax planning and preparation for high-net-worth individuals, businesses, trusts, and estates.
How long have you served the Rhode Island area?
We have provided accounting services in Rhode Island and Southeastern New England for over 50 years.
What sets your firm apart from competitors?
Our blend of personalized service, certified expertise, and membership in Integra International ensures tailored, industry-leading solutions.
Can you assist with business exit strategies?
Yes, we help structure buy-sell agreements, family transfers, and mergers to maximize business value during transitions.
Do you offer financial consulting for startups?
We advise startups on entity selection, financing, and financial structuring to establish a strong foundation for growth.
