Client Services
As the list below is by no means all-inclusive, please 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.
Other Services
Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, some of which are listed below. We believe our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to providing the highest quality of services.
- Mergers & acquisitions
- Asset protection
- Bankruptcies
- Litigation support
- Cash flow forecasting
- Employee benefit plans
- Expert witness services
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Internet commerce
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.
Accounting Services
Accounting and Bookkeeping
Well organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with your accounting and bookkeeping needs.
Financial Statement Presentation
We can compile your financial statements in accordance with generally accepted accounting principals, but cannot express an opinion or any other form of assurance on them. Financial statements are a very useful management tool.
Tax Services
Tax Preparation
We prefer to take a proactive approach to tax services. We continually update our knowledge by staying current on new tax laws. In doing so we are in a position to acqurately prepare your tax returns and identify tax planning opportunities to minimize your tax liabilitiy. We provide our individual and business clients with the taxation expertise throughout the year. Although not a complete list, below are some of our our income tax services:
- Income tax preparation
- - Individuals
- - Corporations
- - S-Corporations
- - Partnerships
- - LLC's & LLP's
- - Estates
- - Trusts - Gift tax
- - Non-profit organizations
Tax Planning
In order to maximize your sucess, tax planning is critical tool wtih todays ever changing tax laws. Whether you are an individual or have a business, we have the knowlege and expertise to help you develop sound tax strategies that take advantage of the tax laws. The following is a partial list of tax planning opportunities:
- Income tax preparation
- - Individuals
- - Corporations
- - S-Corporations
- - Partnerships
- - LLC's & LLP's
- - Estates
- - Trusts - Gift tax
- - Non-profit organizations
Audit Representation
With our many years of experience in dealing with many taxing agnecies, we have achieved a level of competence that ensure you are being properly represented should you be audited.
Payroll Services
As your business grows, it may have to hire employees, which can result in increased payroll administration. We can assist you in developing and implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Your business may be responsible for collecting and submitting sales taxes to the various taxing agencies in many different vicinities. We can assist you in the preparation of your sales tax returns in an efficient and timely manner.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Consulting Services
Consulting Services
We gauge our worth by your success. We can help your business identify areas negatively affecting your company's profitability and growth, and develop solutions that are practical and sound. In addition to acting as your sounding board, we provide strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
- Type of entity selection
- Buying and selling a business
- Computer systems
- Retirement planning
- Cloud services and implementation
Accounting Software Selection and Implementation
With the number of accounting software packages available, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to various software programs. We are confident we can help you choose and implement the system that best fits your needs.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.