SERVICES

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

ACCOUNTING SERVICES

ACCOUNTING SERVICES

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 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 return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support
AUDITS & REVIEWS

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.
CASHFLOW AND BUDGET ANALYSIS

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

FINANCIAL FORECASTS & PROJECTIONS

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

CONSULTING SERVICES

BUSINESS ENTITY SELECTION

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company, etc.) 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.

SUCCESSION PLANNING

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

ESTATE PLANNING

Effective estate planning eases the 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 assets. For business owners, providing for business continuity and ownership succession is essential. Let us help you put your financial affairs in order.

FINANCIAL PLANNING

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning 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.

BUSINESS VALUATIONS

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

RETIREMENT PLANNING

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

TAX SERVICES

ESTATE & TRUST TAX PREPARATION

Let us help you put your financial affairs in order. Effective estate and gift planning eases the transfer of assets, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. For business owners, providing for business continuity and ownership succession is essential.

IRS & GOVERNMENT AGENCY REPRESENTATION

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients that they are being properly represented before the various federal and state tax agencies.

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 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.

OTHER SERVICES

CERTIFIED QUICKBOOKS PRO ADVISOR ®

CONSERVATORY REPORTING

PEER REVIEW SERVICES