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Tax Preparation |
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Bookkeeping/Write-up |
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Audits, Reviews, and Compilation |
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Payroll Services |
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IRS Representation |
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Estate and Trust Planning and Tax Preparation |
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Entity Selection and Restructuring |
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Accounting Software Selection, Implementation, and Support |
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Financial Projections and Forecasts |
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Employee Benefits, Pension, and Profit-Sharing Plans |
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Cash Flow and Budgeting Analysis |
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Tax Preparation |
| We provide year-round tax preparation services for individal, business, trust, estates and non-profit entities. |
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. |
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. |
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 tax returns. |
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. |
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. |
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. |
Accounting Software Selection, Implementation, and Support |
| Choosing and implementing a new accounting software
system can be a challenging undertaking. Our experience with various packages currently on the market
as well as awareness of new products allow us to aid you in choosing and implementing a system that
will suit your company’s needs. Training and support will ensure minimal disruption of your everyday
business processes. |
Financial Projections and Forecasts |
| No one can predict the future perfectly, but we can
all benefit from planning for it. Our firm combines expertise and experience with a gained understanding
of your business to produce financial projections that can help you manage your business plan and spending.
Depending on your needs, our work can range from top-level reports to detailed financial models. |
Employee Benefits, Pension, and Profit-Sharing Plans |
| Choosing and administering benefit plans for your employees
is often a complex process. We can help you develop, implement, and administer your benefit, retirement,
and profit-sharing plans with an eye toward maximizing tax advantages. |
Cash Flow and Budgeting Analysis |
| Good cash management can improve a company’s liquidity,
reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking
sources and uses, forecasting, and budgeting accordingly. |
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