Services
Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws and
the difficulty of interpreting them, you need a tax advisor who
not only can ensure you�ve complied with the law, but who can
help you claim valuable deductions and credits you may have
never suspected. Our firm goes out of its way to reduce the
burden of paying taxes for all filers. We pledge not only to
prepare your tax returns in the best-informed, most ethical
manner possible, but also to work with you year-round as needed
to plan a strategy that will minimize your total tax burden. We
are qualified to prepare all federal, state, and local tax
returns for individuals, corporations, partnerships, and
fiduciaries.
Individual Taxes
We specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are entitled
to. We are always available to help you with your tax planning
needs to help you lower your taxes and avoid surprises during
the tax season. And in order to speed your refund, we can file
your return electronically to the IRS and state tax boards.
Corporate Taxes
Careful tax planning is the most essential step in preparing
our clients� income taxes, and by minimizing taxes we strive to
improve our clients' profitability. Whether you are a large
firm or small, established or start-up, we will find the best
possible strategies for reducing your tax liability within the
limits of the law
Estate, Gift And Trust Tax Return
Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns. We endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. We are also available
to advise you in your estate planning needs, including business
succession plans and gifting strategies.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
International Taxation
The intricate laws of differing international tax jurisdictions
have the potential for many pitfalls including double taxation.
Whether your business is considering overseas expansion or is
looking to qualify for tax-advantaged treatment under NAFTA,
our international tax services can help you understand how
foreign tax laws can affect your business.
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.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the next
logical step towards simplifying your business life. We provide
a comprehensive payroll service customized for your specific
needs�giving you flexible personalized service from our
knowledgeable staff. Our service includes check printing,
direct deposit of paychecks, electronic tax payments and tax
filings, complete compliance, and more. You will receive all
the payroll reports you need to run you business most
efficiently, and you will also get personalized professional
advice on all payroll matters for your firm.
Personal 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. We will help you determine your net worth and
plan a workable budget to meet your expenses. Our financial
planning services include investment counseling, retirement
planning, college funding, estate planning, and many more.
Debt And Financial Services
Many Americans are facing the pain of large credit card or
student loan balances that they do not know how to pay off. We
offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
repackaging.
Mortgages
We all know how critical the housing crisis has become. We�ll
help you determine whether you qualify for a mortgage based on
your current and projected income, and we�ll analyze the
advantages or disadvantages of fixed-rate and adjustable
mortgages as well as other aspects of home financing. For older
homeowners, we�ll discuss options such as using a reverse
mortgage as a source of income.
Education Funding
The costs of a college education are continually rising, far
outstripping the normal rate of inflation. We will help you
determine your best approach to save for your children�s
education, which could be either a 529 plan, prepaid tuition
plan, or Coverdell account. We�ll also help you take advantage
of other tax-favorable treatment of education expenses, such as
the Hope and Lifetime Learning Credits.
Investment Review
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including stocks,
bonds, cash, REITs, and limited partnerships. We will also
determine an optimal asset allocation for you by taking your
unique personal and financial goals, time horizon, and risk
tolerance into account.
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
will help you compare the relative benefits of stocks, bonds,
and other retirement assets, and will explain the differences
between such retirement plans as standard IRAs, tax-deferred
annuities, and Roth IRAs. We can analyze your projected income
and expenses and suggest investment funding techniques to help
you ensure your golden years 10, 20, and even 50 years from now
live up to your expectations.
Estate Planning
We offer estate planning services to help you minimize federal
and state estate tax liabilities, and to determine if you will
have a deficit or surplus of assets after taxes and settlement
costs have been resolved. We will endeavor to protect your
heirs from the unneeded emotional devastation that can be
caused by estate tax levies.
Software And Technology
Our firm has the technical expertise to assist you in all areas
of information technology, including the selection of hardware
and software and arranging network installation. We offer
training in accounting, asset management, and time and billing
software to name a few.
Accounting And Auditing
Our firm offers a complete range of accounting services,
including receivables, payables, and payroll management. 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.
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.
Cash Flow And 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.
Compilation, Review, And Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.
For Users Of Accounting Relief
We also offer Accounting Relief, an ideal accounting package
that lets you collaborate with us by entering checks, deposits,
or bookkeeping transactions on the same system we then use to
analyze your trial balance and prepare your financials. We are
able to customize this system for your benefit, so that it
provides an ideal comfort level depending on your needs and
your background in accounting. Because this system is
Internet-based, both of us can log in to it securely, without
the cumbersome process of transferring data back and forth
between your computer and ours.
Business Consulting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage your
business.
Incorporation And New Business Analysis
Our firm can set up a new corporation, partnership, or LLC. We
will advise you on the advantages and disadvantages of the
different types of entities you can choose. Our firm can assist
in market evaluations for new business and business valuations
for the purchase of an existing business.
Employment Benefit Plans
Our firm can help you establish comprehensive employee benefit
plans and can review your existing plans for ERISA and tax
compliance. We can help you weigh the complex benefits and
costs posed by today�s qualified and nonqualified pension and
profit sharing plans, including 401(k), SEP, SEP IRA, Keogh,
life insurance, and health insurance plans.
Business Valuations
Our firm provides cost-effective business valuation services,
quickly and efficiently.
Buying And 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.
Management Consulting
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Mergers And Acquisitions
Our firm are experienced Mergers and Acquisitions counselors
that can help you perform all requisite financial analysis and
due diligence. We will help guide you through alternative
financing, financial disclosure, non-compete agreements and a
myriad of other M & A considerations.
Cash Flow And Budgeting Analysis
We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow
sources and uses. We can assist you planning for capital
acquisitions including the tax consequences and benefits. Our
cash flow analysis can be a very important planning tool for
companies with seasonal ebbs and flows of sales.
Financial Statements
We prepare professional, GAAP-compliant financial statements as
well as tailor-made financial analyses that can help business
owners and managers eliminate inefficiency and realize a
business�s full profit potential.
Financial Forecast And Projections
We provide complete financial and business forecasting
services, including proforma projections. We can also create
customized �What If� planning scenarios to help management
foresee and plan for unexpected business contingencies.
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.