Our firm offers a wide range of services to our individual and business clients.
Because our firm is relatively small, our clients benefit by getting personalized,
quality service that is beyond comparison. Below we have listed the services
that we offer to our clients along with a brief description.
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.
(Click Service Title For Details)
Accounting Services:
Providing financial information to our clients in a timely
and accurate manner is a commitment that we feel can not be compromised. 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
Reviews & 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. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited
assurance
*Compilation - based upon client information provided and used
primarily for internal use.
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.
Bookkeeping/Write-Up:
Meaningful, 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 bookkeeping.
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.
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.
Cash Flow & Budgeting 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.
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
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.
IRS Representation:
During our years of experience dealing with many taxing authorities,
we have achieved a level of competence that can ensure our clients they are
being properly represented before the various federal and state tax agencies.
See
IRS Problems
International Taxation:
Our experience with the taxation of U.S residents working abroad
and foreign citizens working in the U.S. has provided us with an extensive base
of knowledge in the area of international taxation.
Payroll Services:
As a business grows, it must hire more employees, which can
result in increased payroll administration. We can assist you in implementing
the controls necessary to ensure a reliable, efficient, and effective payroll
system. Our firm can also help you develop a payroll system and prepare all
necessary payroll tax returns in a timely manner.
Sales Tax Services:
Many of clients are responsible for collecting and submitting
sales taxes in many different vicinities. We can assist your company in the
compilation of information and preparation of 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:
We gauge our worth by the personal and business successes of
our clients. We can help your business identify areas negatively affecting profitability
and growth and develop solutions that are practical and technically sound. In
addition to acting as a sounding board for management, we provide comprehensive,
flexible strategies that address the issues affecting your business. Follows
is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation *Type of
entity selection *Business valuations *Buying/selling a business *Computer systems
*Financial & retirement decisions *Estate, trust & gift planning
Accounting Software Selection & Implementation:
With the number of computerized accounting software packages
available for small businesses and individuals growing every day, selecting
one that is right for you has become increasingly difficult. As accounting professionals,
we are exposed to most programs through trade journals and actual use. Our experienced
staff can help you choose and implement the system that best fits your needs.
Computer Consulting:
Whether you are contemplating the addition of new computer
hardware or overhauling your network, our experienced staff can assist you with
many of the difficult decisions that must be made when designing your business'
computer systems.
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.
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.
Retirement Planning:
Successful implementation and periodic review of your financial
plan will ensure financial independence during your working years and through
your retirement years.
Business Consulting:
We gauge our worth by the personal and business successes of
our clients. We can help your business identify areas negatively affecting profitability
and growth and develop solutions that are practical and technically sound. In
addition to acting as a sounding board for management, we provide comprehensive,
flexible strategies that address the issues affecting your business.
Pension & Profit Sharing Plans:
Qualified retirement plans (e.g. defined-contribution or defined
benefit plans, Keoghs, SEPs…) can provide significant tax advantages for
closely held businesses and self-employed individuals. Our qualified staff can
assist you in evaluating the type of pension plan that will best serve the retirement
needs of you and your employees.
Investment Review:
As you develop your investment strategy, we will act as your
sounding board. We can help you and your investment advisor build an investment
portfolio that takes into consideration the impact of taxes and produces a favorable
after-tax return.
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, many of which are listed below. We
feel our ability to provide such a variety of services reflects our versatility
and competency, as well as our dedication to quality client service.
*Mergers & acquisitions *Asset protection *Investment review
*Bankruptcies *Litigation support *Cash flow forecasting *Employee benefit plans
*Expert witness services *Internet commerce.
Certified Professional Advisor QuickBooks:
We provide a variety of QuickBooks Consulting services.Set-up and training,
customize accounting procedures,consulting on a month or quarterly basis. Create
the most efficient use of your office resources.