Other Services

At Complete Business Services - CPA's, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.

Investment Review and Analysis

The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for investment success. At Complete Business Services - CPA's, our knowledgeable advisors have the experience and the insight to help you manage your money and maximize the return on your investments. We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We can also help you to determine an optimal asset allocation for your unique personal and financial goals, time horizon, and risk tolerance.

Forensic Accounting Services

At Complete Business Services - CPA's, we offer tailor-made forensic accounting services, including expert analysis, reporting, and testimony in areas such as business valuation, accounting malpractice, fraud, economic damages calculations, and other matters requiring forensic accounting expertise. As specialists in the field, Complete Business Services - CPA's is often consulted during matrimonial disputes and partnership dissolutions, to provide business valuation services or to uncover malfeasance and financial irregularities, and we bring wealth of knowledge and experience to every engagement.