We are committed to providing our clients with financial information in a timely and accurate manner. Financial records are more than numbers on a page, they are tools to organize and plan how to achieve more with your business. How to grow, and how to prosper.
- General ledger & financial statement preparation
- Computerized payroll tax services
- Business tax return preparation (Sales & Use/Business Property)
- QuickBooks® Bookkeeping
- Personal financial statements
- Litigation assistance
The following 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
- Financial & retirement decisions
- Estate, trust & gift planning
- Employee Benefits Consulting
- Bookkeeping and related consulting services
“S” Corporation, Sole proprietor, Limited Liability Company, Partnerships, etc. is a crucial decision, which can have longstanding tax and liability implications. 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.
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.
Everyone dreads the call or notice. The IRS has gotten involved in your business, and it’s the last thing you need at the busiest moment. We know the anxiety, and we know the system. Let us deal with the IRS and make sure you never get railroaded into a bad situation, through ignorance or neglect. We offer very effective representation just when you need it most.
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.
Many 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
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.
Not-for-profit organizations are unique to the business world and we offer complete accounting and financial services to meet your every need, including:
- Preparation of initial application for tax exemption
- Federal and state information return preparation