Client Services
ACCOUNTING SERVICES
Preparation, presentation, and analysis of
client financial statements, as well as attesting to financial
statements prepared by the client, are the foundations of our
practice. Our financial statement audit and accounting services
approach encompasses 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
TAX SERVICES
The firm provides a wide array of tax
services from meeting all statutory filing requirements for
individuals, businesses, trusts and estates to the structuring of
business acquisitions and divestitures.
All tax strategies are incorporated into sound business
decisions derived through an overall comprehensive analysis of the
particular situation. A
partial list of our tax services includes:
- Tax planning & return preparation
- Individuals
- Partnerships
- LLCs/LLP
- Estates, Trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Divorce & Support issues
- Tax effects of buying/selling a business
TAX PLANNING & PREPARATION
Our professional tax advisors work with
business owners and individuals to minimize taxes and optimize cash
flow by taking advantage of federal, state, and local tax deductions
and credits. Our
proactive tax approach ensures that you will be prepared to take
advantage of opportunities to minimize and/or defer taxes.
Our team’s knowledge and expertise of current and proposed
tax laws enables us to provide strategies tailored to your specific
needs.
ACCOUNTING SOFTWARE CONSULTING
The QuickBooks accounting software package is designed to be intuitive and easy to use for the small business. We can make the set-up, training and support of this system an easy process, ensuring your complete understanding of the system, and knowledge of its capabilities. From your manual system today, we can direct a smooth conversion to this powerful software system, and be available for the ongoing support you need.
CONSULTING SERVICES
Our firm can provide a wide range of
consulting services to assist management in planning and improving
their bottom line results. Please inquire about these services that
we can help you with:
- Accounting software selection and
implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Our audit process will generate information
and develop insights that result in improved controls and safeguards
for your company. These insights ultimately lead to greater
efficiencies with clear‚ concise‚ and understandable financial
reporting
- Audit- an intensive examination with the
highest level of assurance
- Review - some analytical procedures conducted with limited assurance.
- Compilation -
based upon client information provided and used primarily for
internal use.
ESTATE & TRUST TAX PREPARATION
Effective estate and trust planning can
ensure financial security for loved ones. For businesses, it can
maintain a smooth succession of ownership. We can help you navigate
the complex and shifting tax laws to facilitate the transfer of
assets and minimize the tax liability of your beneficiaries.
RECORD KEEPING & REPORTS
Are you in need of help on bookkeeping and
report presentation? We
can assist you in several areas. Some of which are payroll and sales
tax reports, annual payroll reports and W-2’s.
Are you a new business trying to ensure that your
registrations with appropriate agencies are correct? We can help you
with all of these forms & filings, giving you the confidence of
knowing you are in compliance.