Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized quality service from our professional staff.
Below we have listed some of the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional through our Outsourcing Program.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
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:
Audit- an intensive examination with the highest level of assurance
Review - Analytical procedures conducted with limited assurance on the Financial Statements
Compilation - based upon client information provided and used primarily for internal use
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.
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.
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 clients are responsible for collecting and submitting sales taxes in many different localities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Estate Planning & 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.
The most important thing to know in quality professional estate planning is YOU! When we know you, we can work with you to assist in achieving your goals. Which is right for you?
- Family Limited Partnership
- Private Annuity
- Life Insurance Trust
- Charitable Remainder Trust
- Grantor Retained Interest Trust
- Private or Supporting Foundation
We can simply review your will and trust with you and inform you about your choices.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for your business or industry has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
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.
Business Structure
Optimum business structure is a basic yet critical analysis required of all businesses. We can provide assistance in evaluating the multiple criteria related to business structure.
- Income Tax Considerations
- Estate Tax Considerations
- Transferability of Ownership Considerations
- Consolidation/Deconsolidation Considerations
- Multi-state/Multi-national Considerations
- Legal Liability Considerations
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.
Strategic Planning for Closely Held Businesses
-where you're going and how you're going to get there.
QuickBooks Consulting
We have extensively used and recommended QuickBooks to our clients. We have trained our clients in the proper use and reporting capabilities of the program for effective utilization in their business. We can assist in your installation, proper setup and maintenance of your QuickBooks System.