David Raff and Company strives to provide meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of accounting services, including the following:

Income tax planning, consulting and preparation.

We do not like to give our clients bad news. Tax projection and planning meetings are incorporated into our fees to help avoid surprises for you on April 15th. Tax returns are prepared timely and with your cooperation the active planning process can result in lower tax bills.

Accounting and bookkeeping

All our staff has expertise with QuickBooks Online and QuickBooks Desktop, Sage, MAS and other popular accounting programs. Our wide range of accounting services include bill paying, bookkeeping, compiled and reviewed financial statements. We can also review your internal books and provide ongoing adjustments and provide accounting training to your staff.


What do you do with all that financial data you receive? We can help you take your accounting data and identify the key performance indicators that help you guide your business. Let us make your accounting information come alive!

Estate & Trust Planning

We can assist clients with structuring their estates and planned giving programs. We analyze tax consequences of your trust and estate planning and work in conjunction with your attorney.

Trust Administration

We can serve as trustee for an estate or trust administration. We also provide trust accounting services for probate, court proceedings or for trustees and beneficiaries.

Financial planning

We do not sell investments but can structure a plan to help you reach your financial goals whether those goals are college for your children, a safe secure retirement or any dream you want to have become reality.

Contact Us

For help with any service, we invite you to contact our offices so that we may personally advise you.