We offer a wide range of services to our clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Below are listed the services we offer along with a brief description:
• Accounting Services
• Bookkeeping/Write-Up
• Financial Statements
• Tax Services
• Income Tax Planning & Preparation
• Trust & Estate Tax Preparation
• IRS Representation
• Business Consulting
• Management Advisory Services
• Buying & Selling a Business
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Accounting Services
Providing financial information to our clients in a timely and accurate manner is a top priority. Our firm provides a full range of cost effective accounting services including the following:
• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax preparation (Sales & Use/Business Property)
Bookkeeping/Write-up
Meaningful, well-organized financial records are the foundation to a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion on their content. Financial statements can be a useful tool for management to make financial decisions.
Tax Services
We take a proactive approach to our tax services. We keep current on new tax laws and legislation that positions us to identify key tax planning opportunities that will help minimize both current and future tax liabilities. Services offered include but are not limited to:
• Income tax planning & return preparation
• Individuals
• Corporation both "S" and "C"
• Partnerships
• LLC's/LLP's
• Estates, trusts & gift
• Not-for-profit organizations
• Taxing authority representation
• Tax effects of buying/selling a business
• 1031 Exchanges,
Tax Planning & Preparation
Tax planning and preparation form a win-win combination for our business and individual clients. Our experienced staff can develop tax strategies that will take advantage of any new tax laws.
IRS Representation
Our many years of experience dealing with the different taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented.
Consulting Services
We can help your business identify areas negatively affecting profitability and growth. We can work with you developing solutions that are practical and technically sound. The following are just a few of the areas in which we provide consulting services:
• Accounting software selection and implementation
• Type of entity selection
• Buying and selling a business
Buying and Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow and tax considerations.
