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We offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Our firm is small enough to provide individual attention, but large enough to give the highest level of tax and accounting expertise.

Give us a call anytime. Our qualified partners and staff are always available to assist you.

 

  Our Services
Financial Accounting
  • Accounting Services
  • Payroll Services
  • Bookkeeping/Write-up
  • Audits, Reviews and Compilations
  • Financial Statements
  • Management Advisory Services
  • Financial Forecasts & Projections
  • Cash-flow & Budgeting Analysis
  Tax Accounting
  • Tax Planning & Preparation
  • Estate & Trust Tax Preparation
  • IRS Representation
  • Sales Tax Services
  • Retirement Planning
  • Bankruptcies
  • Employee Benefit Plans
  Financial Consulting
  • Consulting Services
  • Business Succession Planning
  • Buying & Selling a Business
  • Estate Planning
  • Financial Planning
  • Management Advisory Services
  • Business Consulting
  • Pension & Profit Sharing Plans
  • Investment Review
  • Debt & Financing Services
  • Mergers & Acquisitions
  • Asset Protection
  • Accounting Services

     
 

Financial Accounting

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
  • Book-keeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation
  • Personal financial statements

Audits, Reviews and Compilations:

 

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  1. Audit- an intensive examination with the highest level of assurance.
  2. Review - analytical procedures conducted with limited assurance.
  3. Compilation - based upon client information provided and used primarily for internal use.
 

Book-keeping/Write-up

Meaningful, -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.

 

Well Financial Statements

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.

This information can prove vital to business owners who want to keep up to date on the day-to-day financial activities of their businesses but do not wish to incur the time to sort through numerous receipts, records and account statements to see how successful they have become. Our assistance in compiling this information for you will provide you with detailed information about your business, without the expense associated with a full blown audit.

 

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. Through our personal approach with all of our clients, we feel it is our duty to know you and your business and how certain fluctuations in income and/or expenses can affect you. We will help you sort through your ideas, provide experienced advice, put you in contact with vital resources, and assist you to continue your road to success.

 

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Tax Accounting

 

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Our commitment to you is continued planning and advice throughout the year, not just during tax season. In order to ensure your continued success individually as well as with business-related decisions, we must be available when you need us most. Give us a call anytime.

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, not just during tax season.

Tax services offered include but are not limited to:

  • Tax planning & 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

 

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. No matter how big or small the issue may seem, we always recommend that you give us a call first before trying to handle IRS notifications yourself.

 

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

If you prefer to outsource these headaches, we are certainly glad to assist you. Our fees are very nominal for payroll services, and we do it all. We can stock your company payroll checks, process payroll for you, and make sure your deposits are done properly and on time to avoid unnecessary penalties. We then process all necessary quarterly filings for you. Headache gone. Just give us a call.

 

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
 

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

We provide you with value-added suggestions of ways to ensure your continued success. Some of the simplest administrative efforts can turn into the biggest of nightmares and sidetrack your focus on business. Nip them in the bud and let us provide you with the quality advice needed to alleviate these unnecessary burdens - to help your business run more smoothly and efficiently. Only then can you ensure your profitability.

 

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
 

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

 

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. With all of the complexities surrounding employee benefit plans, a simple mistake can cost you plenty. We assist you to ensure that you are in compliance with governmental regulations, up to date with your annual filings, and much more.

 

Financial Consulting

Financial Statements

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.

This information can prove vital to business owners who want to keep up to date on the day-to-day financial activities of their businesses but do not wish to incur the time to sort through numerous receipts, records and account statements to see how successful they have become. Our assistance in compiling this information for you will provide you with detailed information about your business, without the expense associated with a full blown audit.

We would be happy to discuss fees with you for performing these services on a monthly, quarterly or annual basis.

 

Estate & Trust Tax Preparation

Effective estate and gift 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.

A nominal fee now for proper estate planning can save hundreds of thousands of dollars in unnecessary taxes being paid to Uncle Sam down the road. We take the approach of getting to know you and your wishes. From there, we can better assess what is the best estate plan to meet your needs.

Don't be fooled - not every attorney and accountant is an effective estate planner. One overlooked provision can cost you and your loved ones thousands down the road. Let one of our Certified Financial Planners and estate tax experts get you started in ensuring your will is up to date, effective powers of attorney are in existence, and how a living trust can save you plenty in unnecessary probate taxes.

 

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. Follows is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying or selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

 

Business Succession Planning

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have long-standing tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We don't simply apply textbook knowledge to this endeavor, but get to know what your ultimate goal is down the line with your business and where you want to be one year, ten years, even 25 years from today. Then we can better assess what type of entity is best suited for you and your organization to provide you with the most effective tax and business planning available.

 

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

 

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.

A nominal fee now for proper estate planning can save hundreds of thousands of dollars in unnecessary taxes being paid to Uncle Sam down the road. We take the approach of getting to know you and your wishes. From there, we can better assess what is the best estate plan to meet your needs.

Don't be fooled - not every attorney and accountant is an effective estate planner. One overlooked provision can cost you and your loved ones thousands down the road. Let one of our Certified Financial Planners and estate tax experts get you started in ensuring your will is up to date, effective powers of attorney are in existence, and how a living trust can save you plenty in unnecessary probate taxes.

 

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.

 

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Today is the day to closely look at your retirement future, your golden years and of those you love. You must take care of tomorrow today - let us help you get started, advise you of ways to alter your current retirement plan, or give you the comfort of knowing you are on the right track.

 

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

We provide you with value-added suggestions of ways to ensure your continued success. Some of the simplest administrative efforts can turn into the biggest of nightmares and sidetrack your focus on business. Nip them in the bud and let us provide you with the quality advice needed to alleviate these unnecessary burdens - to help your business run more smoothly and efficiently. Only then can you ensure your profitability.

 

Business Consulting

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.
 

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

 

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

 

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

 

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

 

Asset Protection

An asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.