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We provide services to help secure our clients' financial present and future. Our clients' needs drive our services, which are tailored to fit their goals.
Our services are very comprehensive. Call for an evaluation of your tax and accounting needs. These are some of the standard services we provide.
Estate Planning
We advise our clients on issues of asset allocation, investment strategies, insurance, trusts and family partnerships, to name a few vehicles. We also work with clients on making their retirement benefits work in tandem with their estate plan.
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Income Tax Planning
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one proactive tax planning to meet your unique needs. Our state of the art projections give you a complete tax picture before the IRS will. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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Tax Return Preparation
When the time comes to prepare your tax return, you want someone who takes the time to get it right. We work with our clients to ensure they accomplish two important goals: 1) meeting the compliance requirements and 2) taking advantage of the laws that favor them.
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Business Accounting Services
We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Financial Statements, Bank Reconciliations, Payroll, and Budgets. Most small businesses cannot afford a full-time accountant but still need the expertise of one. We give you the tools your company needs.
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Monthly Financial Statements
These give you a monthly look at where you stand so you can act on a problem or seize an opportunity before it's too late. Every month we give you a comprehensive view of your financial picture. We produce income statements, balance sheets, cash flow statements and retained earnings statements for your company -- and those who may be interested in your company.
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Bank Reconciliations
We prove out your bank balance every month and advise you of any bank charges, bank errors, or arithmetic mistakes on your part so you know exactly how much cash is available for spending.
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Payroll
These records on each and every employee are required by law and help us to prepare your payroll tax returns. Our service will produce and maintain these records, as well as prepare federal and state payroll returns.
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Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you're making toward your goals.
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Business Formation
Including start-up, expansion, and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax effects can be dramatic without careful consideration and thoughtful planning.
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IRS Audit Representation
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
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Financial Planning For Business Owners
As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
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Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
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Banking Relationships
Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We assist you to professionally organize and prepare your all-important banking proposal.
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Reviewed or Audited Financial Statements
When more in depth financials are required, for example, for a grant or a large loan, we can help.
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Litigation Support
We provide expert, objective analysis and assistance to clients involved in commercial and civil litigation.
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