| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*Preparation of compilation financial statements. These can be prepared on a monthly, quarterly, semi-annual and annual basis depending on the specific needs of the client.
*We provide complete accounting, bookkeeping and payroll services customized to meet the clients individual needs.
*We also specialize in Quickbooks installation and training to assist our clients in the processing of their internal financial information needs.
*Business tax return preparation (Sales & Use/Business Property)
*Litigation support
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| Tax Services |
| 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. Tax services offered include but are not limited to:
*Tax planning & Income Tax Return Preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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| Bookkeeping / Write-Up / Payroll Tax Reporting |
| Complete Bookkeeping, Accounting and Payroll Tax Reporting Services.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We also specialize in Quickbooks installation and training to assist our clients in the processing of their internal financial information needs.
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
*Extensive review of your financial statements to assist in designing goals and budgets to meet your business needs.
*In-depth business consultation on an individual basis relating to your specific business needs.
*Assist and train clients in understanding financial statements and personal tax strategies.
*Flexible fees for one time or continual business consulting services.
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
*Assist in helping you to define your goals and objectives.
*We assist in preparing your personal estate planning portfolio.
*Assist in IRA Rollover and Profit Sharing Plan design.
*Non-Qualified Deferred Compensation Plans and Executive Benefit Programs.
*Establish plans of action in areas of Retirement, Estate and Revocable Trusts.
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| Estate Planning |
| Effective estate 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.
As your Estate Planning Professionals -
*We assist you with strategies to determine how to reduce your estate taxes. *Consultation and planning for the smooth transfer of family businesses and assets.
*We assist in preparing your personal estate planning portfolio. Complete financial and retirement planning for young to old by trained professionals.
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