Services

Our firm offers a wide range of services to our individual and business clients. The list below is by no means all inclusive, so feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

INDIVIDUAL SERVICES

• Tax planning and preparation
• Retirement and estate planning
• Financial planning
• IRS Representation
• Estate and fiduciary tax preparation
• National Football League registered financial advisor

 

BUSINESS SERVICES

• Introducing CTF Small Business Solutions - click here for details
• Quickbooks consulting
• Compilations and reviews
• Bookkeeping and write-up services
• Financial statement preparation
• Tax planning and preparation
• Payroll services
• Business valuations
• Pension and profit sharing plan consulting
• Business entity selection
• Mergers and Acquisitions
• Management advisory services and general business consultation