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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
Audit Services
We view our role in the financial reporting process as an opportunity to provide
constructive solutions for maximizing your company's profitability and efficiency.
Audits differ from reviews and compilations, as they are an intensive examination
of your company's systems and records providing the highest level of assurance.
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.
Bookkeeping/Write-Up
We are highly experienced with the Quickbooks software series. Whether you
have an accounting software or not, we can teach you and your staff how to
use Quickbooks to maximize your bookkeeping efficiency and your management
team's ability.
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 & Preparation
Tax 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.
Inventory Management and
Controls
Inventory management is essential when trying to effectively evaluate and analyze
your company's profitability. We can provide you with the necessary tools and
controls so that you may effectively manage and control your inventory.
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task.
We can assist you in the merger or acquisition process by assessing such critical
elements as tax considerations; product/service compatibility; competitive
tactics and position; financial impact; and cash flow considerations.
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,
we can assist you in achieving your 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.
IRS Representation
During our years of experience dealing with many taxing authorities, we have
achieved a high level of competence that ensures our clients they are being properly
represented to federal and state tax agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning is essential to the: orderly transfer of assets
to your beneficiaries, financial security of your surviving spouse,
reduction or elimination of taxes due upon the transfer of your business and other
assets. For business owners, providing for business continuity and succession
of ownership is essential. We will help guide you through the complex process of
getting your financial affairs in order.
Business Succession Planning
Choosing the form of entity of your business (e.g. "S" corporation,
sole proprietor, LLC…) is a crucial decision that
can have longstanding tax implications, positive or negative. We will
evaluate the pros and cons of each entity type to help you determine
the most advantageous form of business for your company.
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.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure
financial independence during your working years and through your retirement
years.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and
specific strategies to facilitate your business' future growth and success.
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