Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by receiving especially personalized, attentive and quality service. And because our team is highly skilled with a CPA, tax professionals and an MBA, we are uniquely able to understand professionals and small businesses.
Our paid services include the following below, and our attention, thoughts and advice go well beyond. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
We consider ourselves among the very best tax preparers in the nation. By keeping current on new tax laws and legislation, we are in a position to identify key tax issues 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 & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
- Out of state and multi-state
*Taxing authority representation
*Tax effects of buying/selling a business
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:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
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 view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
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:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
Prior Years, Unfiled Returns, & IRS Negotiations
Don't be afraid, it's probably not as bad as you think! We are constantly helping new clients "get right" with the IRS. Each year we have at least one client who hasn't filed in over 10 years. Give us a call and we'll get started and bring you up to date.