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Accounting
Services
Bookkeeping/Write-Up
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.
Consulting
Services
Business Entity Selection
Choosing the form of entity of your business (e.g. "S"
corporation, sole proprietor, limited liability company…) is
a crucial decision that can have longstanding 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.
Business
Succession Planning
Effective coordination of the transition of your business to
your successors is critical to ensure its continued success
once you decide to remove yourself from the company's day to
day operations. With a solid background in tax and other
financial matters, we are fully qualified to address the
complex issues of business continuation and can assist you
in developing a strategically sound plan.
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.
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.
Tax Services
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.
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.
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.
Sales Tax
Services
Many of our clients are responsible for collecting and
submitting sales taxes in many different types of vicinity.
We can assist your company in the compilation of information
and preparation of sales tax returns in an efficient and
timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation
process. By making tax planning part of your overall
business strategy, you can use our experience and access to
the most current new developments in the tax laws to
minimize both your current and future tax liabilities.
Tax Preparation
Our significant investment in computerized tax preparation
and research software enables us to accurately and
efficiently prepare returns for various types of entities
including individuals, corporations, partnerships, trusts,
estates, and not-for-profit organizations. |
