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Our firm offers a wide variety of services to our individuals and business clients. We pride ourselves in providing our clients with personalized, quality service.

Considerable expertise in the areas of:

  • Tax Planning & Preparation
  • Business Management & Consulting
  • Financial Reporting
  • Personal Financial Planning
  • Estate, Trust and Gift Planning
  • Financial & Tax Projections
  • Budget and Cash Flow Analysis
  • Retirement Plans and Planning
  • Accounting Systems Setup and Review
  • Taxing Authority Representation
  • Business Entity Selection & Review 
  • Preparation of Court and non-court accountings for Estates and Trusts

These and other related services are provided to individuals and business clients in a variety of fields including:

  • Physicians and Medical Groups
  • Manufacturing Companies
  • Retail Businesses
  • Construction Contractors and Sub-Contractors
  • Real Estate and Development Companies
  • Attorneys and Other Professional Service Providers
  • Restaurants
  • Non-Profit Organizations
  • Public Storage and Warehousing
  • Writers, Artists, Interior Designers

Clients include; Individuals, Corporations, “S” Corporations, General Partnerships, Limited Partnerships, Limited Liability Companies, Non-Profit Organizations, Trusts and Estates.

 
     
  Copyright © 2006 by Lori Weigant. All rights reserved.
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