Services
Tax
Services ● Accounting Services ● Payroll Services ● Business
Consulting Services ● Financial Planning Services
Tax Services
Our firm offers professional preparation of all federal,
state, and local tax returns at competitive, affordable
rates. We continuously monitor federal, state, and local tax
law changes to allow its clients to minimize current and
future tax liabilities. If necessary, we can implement
tailor-made due-date tax compliance monitoring systems to
prevent costly interest and penalty assessments attributable
to late filing. Of course, we offer full tax preparation and
filing services.
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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.
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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
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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.
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Sales Tax Services
Our firm prepares all sales tax filings and offers full
sales tax audit representation.
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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.
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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.
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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.
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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.
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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.
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.
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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.
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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.
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.
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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.
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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.
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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.
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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.
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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.
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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.