Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. Our staff can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, our professionals can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, our staff can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Accurate bookkeeping is essential to the performance based planning process. Perhaps you’ve heard the expression – Garbage In, Garbage Out (GIGO). Faulty transaction entry inevitably leads to wrong information in your financial reports, which in turn leads to wrong actions based in response to them.

Worse yet, studies have found that 30% of all business failures are due to employee theft and related forms of dishonesty. Additional studies have shown that all too often it is the trusted in-house bookkeeper perpetrating the most devastating form of this fraud. To reduce this risk internal control procedures must be in place and should be reviewed annually.

If you would like a review of internal security procedures or are interested in having us handle all your bookkeeping needs then please contact us via phone or e-mail for a consultation..

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Business Consulting

As a true business partner, our firm and our associates are available to help you deal with any business problem or opportunity. Our professionals stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or remaking your business, our professionals have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity — corporation, LLC, sole proprietorship, partnership, etc. — you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change too.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. Our tax professionals are available to handle all estate and trust tax-related matters.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. Our staff will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll Services

Payroll can be complicated and time consuming. Our many years of payroll processing assures that we will work with you to find the best payroll solution for your company.

Payroll and withholding tax amounts and forms for federal, state and local jurisdictions can be complicated and are frequently updated. By hiring us to take care of all your payroll needs, you can rest assured the complexities are covered and you’ll be able to focus on business activities that are a more productive use of your time. Please call us for a consultation or with any questions you may have.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. Our tax professionals can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

We actively assist our clients with planning tax strategies to help achieve their financial goals. Every financial transaction, within a business entity, or as an individual, has a direct implication and consequence on your tax liability. Don’t just wait until tax time to save taxes, we can help you plan ahead during the tax year to make moves ahead of time that will more effectively lower your tax bite.

Even if you have not done much planning you’ll still want to save as much as possible right now when your taxes are being prepared. We leave no stone unturned in finding all legitimate tax breaks and loopholes for you. Whether an S Corporation, C Corporation, Partnership, LLC, Sole Proprietor and/or Individual we’ll guarantee our tax preparation for you produces the largest refund or lowest tax liability that you’re entitled to under current Internal Revenue Code tax law*.

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. With us on your team, you are more likely to benefit from those opportunities. Our professionals understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Please call us with any questions you may have about your tax situation. We’ll be glad to help you right over the phone if possible. Or, we’ll be pleased to set up a meeting to review your circumstances in detail.

*If someone else prepares your return producing a larger refund or lower tax liability legitimately, we will double the difference to you up to the full cost we charged for those services.

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Call today to schedule an appointment!