We provide a wide range of services to individuals
and businesses in a variety of industries. We strive to meet each client’s specific needs in planning
for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
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Tax Management Services |
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IRS Representation |
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Assurance and Advisory Services |
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Audits, Reviews, and Compilation |
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Estate and Trust Planning and Tax Preparation |
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Accounting Services |
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Bookkeeping/Write-up |
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Entity Selection and Restructuring |
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Payroll Services |
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Tax Management Services |
| We guide our clients through a full
range of tax planning and preparation decisions with strategies that minimize your tax
liabilities. Our expertise, experience, analysis and thorough research allow us to optimize
financial opportunities to be found in existing as well as recently altered tax laws. |
| Request information about Tax Management Services |
IRS Representation |
| Professional representation can be vital during an audit,
and our experience with tax authorities enables us to guide clients in their dealings with federal
and state agencies. |
| Request information about IRS Representation |
Assurance and Advisory Services |
We focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Financial projections and forecasts
- Business succession
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| Request information about Assurance and Advisory Services |
Audits, Reviews, and Compilation |
Our financial statement services comprise
all three levels of assurance depending on your company’s needs.
- Audits offer
the highest level of assurance to third parties, and include in-depth examination and confirmation
of account balances, inventories, and selected transactions.
- Reviews provide limited
assurance to outside interests and involve inquiries and analytical procedures that confirm financial
statement matters and identify any items requiring further analysis.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company’s
management. They do not offer assurance but may involve some adjustment to accounting records. |
| Request information about Audits, Reviews, and Compilation |
Estate and Trust Planning and Tax Preparation |
| Effective estate and trust planning can ensure
financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets
and minimize the tax liability of your beneficiaries, including the preparation of estate, gift and fiduciary tax returns. |
| Request information about Estate and Trust Planning and Tax Preparation |
Accounting Services |
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Our accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- - Individual tax planning and
return preparation
- Corporate tax planning and
return preparation
- Partnership tax planning and
return preparation
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| Request information about Accounting Services |
Bookkeeping/Write-up |
| Accurate record-keeping is essential to a successful
business yet can also be complicated and time consuming. We can help you with the organization and
day-to-day tasks of bookkeeping so that you can focus on your core business. |
| Request information about Bookkeeping/Write-up |
Entity Selection and Restructuring |
| Your business entity has a large impact on your taxes
and other liabilities. From your company’s inception through its growth and development, we can advise
you on choosing an entity type and later restructuring if advantageous. |
| Request information about Entity Selection and Restructuring |
Payroll Services |
| Our payroll services can help you reduce the time spent
on administration through developing and implementing a computerized payroll system that will facilitate
processing, timely payment and preparation of payroll tax returns. |
| Request information about Payroll Services |
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