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For us, it’s personal. We support you with intelligent professionals that will get to know you and your business. People that are trained to understand your specific needs, to recognize problems and to provide relevant solutions.
We have a wide range of professional accounting services and tailor them to provide you with a solution that fits. All of our services come with our commitment to building lasting client relationships and our desire to help you achieve more. Our client base is diverse, and your changing needs keep us searching for innovative ways to help you discover – and make the most of – opportunities for growth and long-term success.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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 service
Business tax return preparation (Sales & Use/Business Property)
Personal financial statements
BOOKKEEPING / WRITE-UPMeaningful, 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.
CASH FLOW & 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.
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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.
FORENSIC ACCOUNTING We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
BUSINESS CONSULTINGWe 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.
BUSINESS ENTITY SELECTIONChoosing 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 PLANNINGEffective 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.
CONSULTING SERVICESWe 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. The following is just a few of the areas in which we provide consulting services:
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 PLANNINGSuccessful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
EXPERT WITNESS SERVICESPending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.Litigation Support
LITIGATION SUPPORTinvolves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
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
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.
IRS REPRESENTATIONDuring 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.
PAYROLL SERVICESAs 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 SERVICESMany of our 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.
TAX PLANNING & PREPARATIONTax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
We have a wide range of professional accounting services and tailor them to provide you with a solution that fits. All of our services come with our commitment to building lasting client relationships and our desire to help you achieve more. Our client base is diverse, and your changing needs keep us searching for innovative ways to help you discover – and make the most of – opportunities for growth and long-term success.
• Accounting Services
• Bookkeeping/Write-Up
• Cash Flow & Budgeting Analysis
• QuickBooks ProAdvisor ®
• Financial Forecasts & Projections
• Forensic Accounting
• Business Consulting
• Business Entity Selection
• Business Succession Planning
• Consulting Services
• Individual and Entity Tax Preparations
• Retirement Planning
• Expert Witness Services
• Litigation Support
• Estate & Trust Tax Preparation
• IRS Representation
• Payroll Services
• Sales Tax Services
• Tax Planning & Preparation
• Tax Services