Accounting
Services
Our Firm offers a complete range of accounting services, taking
a business from infancy and handling it to maturity and beyond.
We prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our firm will also prepare
custom financial reports for internal, managerial
use.
Accounting
Software Selection & Implementation
Need help with accounting software selection and
implementation? Our firm will help you select the software
that's right for you and will teach you how to use it
effectively.
Tax
Preparation and Planning
Our firm offers professional preparation of all federal, state,
and local tax returns for individuals, businesses and other entities. Moreover, we seek to "tax plan" for our clients, which is the culmination of aligning financial goals with tax efficiency planning. While tax planning encompasses many different aspects including the timing of both income and purchases and other expenditures as well as the selection of investments and types of retirement plans and election of filing status and common deductions, we keep an open mind to other facets that may have implications to our clientele.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Business bill-paying and cash management reporting
We offer bill-paying and cash balance management services to clients who are best served by approving bills to be paid and invoices to be sent, but letting our firm do the actual banking. This involves periodic reporting so that the client always knows where they stand.
College Planning
Having a Certified College Planning Specialist, our firm provides go-to guidance on the calculation and explanation of key college metrics including EFC (expected family contribution) & COA (cost of attendance); maximization of need-based financial aid opportunities; review and recommendation of savings strategies; FAFSA/CSS Profile planning; college tax credit and tuition deduction utilization; coordination of usage of parent vs child tax rates; coordination of investment contributions/withdrawals; job opportunities/pitfalls of college students on financial aid; exploration/evaluation of available borrowing opportunities/pitfalls and estate planning considerations for parents/grandparents.
Benefit
Plan Services
Our firm can help your firm weigh the complex benefits and
costs posed by todays qualified and nonqualified pension and
profit sharing plans, including 401(k), SEP, SEP IRA, Keogh,
life insurance and health insurance plans.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
and analysis.
Business
Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our firm
can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your
heirs and business associates will be well
protected.
Payroll
Services
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and offer full magnetic media and electronic filing
capabilities.
Sales
Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Cash
Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Buying
& Selling a Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial condition
of an acquisition candidate. If you are selling a business, we
can offer advice for obtaining the best possible sales price
and contract payout terms.
Estate,
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Consulting
Services
Our company offers a wide range of consulting services to help
you improve business operations, boost efficiency, and increase
the bottom line.
Compilation, Review, and Audit Services
Our frm offers both limited and full scope attest (compilation, review, and audit services) services. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines. We can quickly compile your financial records into meaningful GAAP-compliant (or OCBOA) financial statements, and work with your bank or other creditors to determine the nature of the engagement that will best serve your needs.
Financial
Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize -What If- planning scenarios to help management
foresee and plan for unexpected business
contingencies.
Financial
Planning
Our firm offers a complete array of financial planning services
and will work closely with you to help you achieve your
financial goals.
Retirement
Planning
It is never too early to start planning for retirement. If you
want to live the same lifestyle--or an even better one--than
you do now, you need to start planning for retirement...NOW. We
can analyze your projected income and expenses and suggest
investment funding techniques to help you make sure that your
golden years 10, 20, and even 50 years from now live up to your
expectations.
Estate
Planning
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will endeavor
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.