Services We Offer
The services we offer as a company include, but are not limited to, the following. Should you have any questions about our services or how we will be able to assist you please do not hesitate to contact us.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new take 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 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 & preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts, & gift
- Not-for-profit organizations
- Taxing authority (Internal Revenue Service and State) audit representation
- Divorce and support issues
- Tax effects of buying/selling a business
Consulting Services
We gauge our worth by our personal and business successes of our clients. We can help your business identify areas negatively affected profitability and growth and develop solutions that are practical and technically sound. We can also provide comprehensive, flexible strategies that address the issues affecting your business.
The following are just a few of the areas in which we are available to provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
- Quickbooks Pro Advisor
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel should not be compromised. Meaningful, well-organized financial records ensure that your operations will run more efficiently on a daily basis.
This firm provides a full range of cost-effective accounting services including but not limited to, the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annually)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
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 can 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