With our personal approach to service and a sound understanding of accounting principles and income tax laws, we have built a reputation as a quality firm for both businesses and individuals. For fifteen years we have helped our clients achieve their goals, we would like a chance to help you too.
If you don't find a specific service you are interested in or want further information, click on our "Contact info" page and ask us via email or phone.
Accounting Services
General Accounting Services
Our basic accounting services consist of the following areas:
- Financial statements for corporations and individuals
- Reviews and compilations
- Payroll services
- Tax planning and tax preparation for individuals and corporations
- Consulting services
- Financial forcasts & projections
- Computer consulting
- Estate and Gift planning
- Employee benefit plans
Bookkeeping/Write-Up
Meaningful and organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Consulting Services
Business Entity Selection
Choosing or changing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure it's continued success once you decide to remove yourself from the company's day to day operations. We are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Buying & Selling a Business
Structuring the purchase or sale of a business is critical. Using tools like cash flow analysis and our general knowledge of tax considerations, we can guide you through the acquisition or disposition process.
Estate Planning
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.
Financial Planning
A properly structured financial plan enables you to face financial challenges that may arise at any stage of your life. Through this process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Investment Review
We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces the most favorable tax return.
Pension & Profit Sharing Plans
Qualified retirement plans (e.g. profit sharing, 401(k), defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Retirement Planning
Through implementation and periodic review of your financial plan, we can ensure financial independence during your working years and through your retirement years.
Other Services
Employee Benefit Plans
The accounting, reporting, and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of profit sharing, 401(k), cafeteria (Section 125), and defined benefit plans.
Tax Services
IRS Representation
Over the years we have dealt with all the taxing authorities and have the experience to ensure our clients proper representation before the various state and federal agencies.
Payroll Services
As a business grows, it's payroll needs often change. We can help you implement procedures to keep things running smoothly or help you find a vender to meet your needs.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Miscellaneous
Online Tax Preparation