|
Our services are comprehensive. Call for an evaluation of your tax, accounting and general business needs. These are some of the standard services we provide.
Tax Planning & Services
We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Self-employment and payroll strategies; Retirement and estate planning.
Return to the list of our services
Tax Return Preparation
We provide accurate on-time year-end tax returns for all entities and all states.
Return to the list of our services
Tax Representation
Partners of the firm are licensed to represent taxpayers at all administrative levels of the Internal Revenue Service. We will represent you and assist you in preparing for audits and appeals conferences. We provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.
Return to the list of our services
Small Business Accounting Services
We offer the full range of other accounting services to support your business and financial operations. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets. We make every effort to customize your procedures and reports to meet your specific needs and maintain timeliness and accuracy.
Return to the list of our services
Monthly Operating Statements
Often called a "Profit & Loss" or Income Statement. These reports, on a monthly basis, track your income and expenses and show the results of your operations.
Return to the list of our services
Bank Reconciliations
We prove out your bank balance every month and advise you of any bank charges, bank errors or arithmetic mistakes on your part so you know exactly how much cash is available for spending.
Return to the list of our services
Payroll Registers
These records on each and every employee are required by law and help us to prepare your payroll tax returns.
Return to the list of our services
Audit Trail
A record of transactions is maintained for you in case of an audit. The format is arranged so you can use it to understand in more detail how the dollars come together on your operating statement.
Return to the list of our services
Balance Sheet
Shows cash balances, accounts receivable, taxes owed, etc. A balance sheet is a "picture in time" of your overall financial position.
Return to the list of our services
Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, etc.
Return to the list of our services
Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals and detail the variances from your expectations.
Return to the list of our services
QuickBooks
We offer a wide range of QuickBooks support services. We are certified as Quickbooks Professional Advisors. Please click here to go to our
comprehensive QuickBooks support section.
Return to the list of our services
Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. If you don't know where you're going any road will take you there. To avoid business "drift" we can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
Return to the list of our services
Business Formation & Reorganizations
Including start-up, expansion and sale of a business. Many important decisions and financial commitments are involved in starting a new business, selling an old one, planning for succession, or considering mergers and acquisitions. The tax effects can be dramatic without careful evaluation and thoughtful planning.
Return to the list of our services
Organizational Consulting
Our Firm can provide expert advisory services to assist you with such issues as organizational structure, job descriptions, performance appraisal, teambuilding, communications, and other human resource concerns.
Return to the list of our services
Information Technology Services
Our computer technology consulting services address the full spectrum of the computerized accounting packages, including application software selection and installation, operations reviews, staff training and evaluation of day-to-day operating practices. We maintain close working relationships with system and network specialists to assure full integration and support.
Return to the list of our services
Research Services
To meet the needs of clients and business associates for timely business information, we supply a variety of customized research services. Business analyses, industry forecasts, company profiles are examples of just some the information resources available.
Return to the list of our services
Consulting Services
Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups.
Return to the list of our services
Not-For-Profit Organizations
The firm has extensive experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems and creation and use of budgets.
Return to the list of our services |
Services Offered