Services

If you are looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Our goal is to learn from you and tailor our services to meet your specific needs.

TAX PLANNING & PREPARATION FOR BUSINESSES AND INDIVIDUALS

Effective tax planning and preparation is vital to minimize future tax liability. By asking questions, and gathering information from you, we will help you to come up with a plan. In the ever-changing environment not all tax planning opportunities are readily apparent. By having us on your team you are more likely to benefit from those opportunities. Our job is to understand the latest federal, state and local tax legislation that affect you and/or your business and we will constantly identify new ways to reduce liability. We are here year-round, so if your situation changes do not hesitate to let us know.

ADVISORY SERVICES – BUSINESS, MANAGEMENT, ANALYSIS

As a true business partner, we are available to help you deal with any business opportunity or obstacle. We stand ready to engage in business consulting, whether as a project or periodic meetings. We want you to make informative decisions for the future of your business. When a business can partner with professionals that can undertake financial analysis, it allows for new opportunities to improve management, planning and decision making. Prospective analysis provides the information to contemplate, support or reject a course of action. Prospective analysis can show how situation may evolve under various scenarios, providing a new dimension to decision making. Whether you face questions related to maintaining, expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to assist you. Need more than we can offer? We partner with other professionals to help meet your needs. We will collaborate with others to help you meet your goals.

FINANCIAL STATEMENT PREPARATION, COMPILATION OR REVIEW

While most smaller businesses require only financial statement preparation, we also offer compiled or reviewed financial statements. Each engagement is tailored to your unique needs. We provide financial statements acceptable to third parties, which are often required by banks, lenders or bonding companies. We will work closely with you and your key employees to achieve this result.

ACCOUNTING AND BOOKKEPPING SERVICES

We provide comprehensive bookkeeping and accounting services to ensure smooth operation of the financial aspects of your business. This may be coding and entering transactions, reconciling bank statements or credit card statements, or it may be reviewing your financials periodically. Most often this is done quarterly. There are multiple reasons for this: to assist with questions, to help ensure that transactions are coded properly, to update for asset purchases and sales, to reconcile items such as loans, receivables, inventory or payables by way of adjusting entries. As your business grows and changes, we can provide input to make sure your accounting and financial systems keep pace with your business needs. This also gives us opportunities throughout the year for open discussions about your business and tax situation.

PAYROLL PREPARATION, PAYROLL TAX, AND SALES TAX SERVICES

Constantly changing federal, state and local tax laws make payroll management an ongoing challenge for many business owners. We offer payroll preparation along with all payroll tax filings. For those clients who are confident processing payroll checks but not the taxes, we offer tax payments and tax filings as an ongoing service, even in multiple states and localities, and offer other compliance work such as insurance audits.

State and local tax authorities are constantly looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. We can also calculate and file your sales taxes in whatever states are needed.

BUSINESS ENTITY SELECTION AND IMPLEMENTATION

Business entity choice has enormous financial and tax implications. It is important that you make the right decision. We can explain each entity choice and what that structure would look like for your business venture. As your business grows and evolves, the best entity fit for your situation may change. We are here to assist with making proper choices along the way. If needed you can also engage us for the initial entity creation with the Secretary of State and proper registrations with federal, state and local governing entities to ensure you are in compliance.

REPRESENTATION WITH IRS OR OTHER TAXING AUTHORITIES

There may come a time when IRS or another governing authority comes knocking at your door. No one wants to deal with this, but it does happen. We can arm you with years of experience in dealing with tax matters and audit procedures to ensure you are accurately represented. Whether you choose us or someone else, do not “walk into court unrepresented”. It is a common mistake that can become a costly mistake. Contact our office to learn about the full range of services we provide.

ASSIST IN THE BUYING OR SELLING OF A COMPANY

No business decisions are more important, complex and altering than a buy or sell decision. When you are ready to make a major change know that we will provide support every step of the way. This may mean valuation services, ensuring due diligence from both parties, and even negotiation and financing strategies. We will be in your corner.

ESTATE AND TRUST CONSULTING & TAX PREPARATION

Have you been appointed as a Trustee or Executor for another?  It is imperative that you have the proper support for legal and tax advice.  We can provide support throughout this time or responsibility.  We will help determine the best way to file to minimize financial burden and east filing requirements if possible.  By taking proactive steps today, you can ease the burden for your heirs during an exceedingly difficult time. We can work with legal counsel to help you structure your assets, create a trust, or other services to minimize taxes to heirs and to help ensure a smooth transition to those you care about.

RETIREMENT PLANNING

Thinking about the future for you and your family? Whether it is when you could use a great tax break or the day you want to stop working so hard, we can help you. Retirement planning is critical to ensure the best tax advantages available. We will help you develop the best plan for your individual needs while still working.  We can also help you decide when to take social security, which funds to pull from after retirement, , or even fund conversion.