Services and Descriptions
Estate Planning
While estate planning can be a difficult and complicated process it is also extremely important to ensure that all of your financial matters are handled properly. We can help you to prepare a plan for the disposition and administration of your estate by helping you organize your affairs, maximize the value of your estate, and possibly minimize your tax liability.
Tax Planning Strategies
Taxes are a fact of life and today’s reality is that the tax code can be complicated. Tax planning involves understanding all of the facts about the tax code and being sure that you are putting them to good use. The idea of tax planning is to make sure you aren’t paying more in taxes then the required. We can help you sort through the complicated tax code and possibly help you keep more of your hard earned income.
Tax Returns
- Individual
- Trusts
- Corporate
- Partnership
- Estate
- Gift
- All State filings
Payroll Taxes & Check Writing
We offer an inclusive payroll preparation services that can be customized to meet your payroll needs. We offer check writing, quarterly and annual payroll tax returns and payroll reporting with complete confidentiality.
Computerized Bookkeeping
In order for you to have your financial records at your fingertips we will keep an accurate set of company records allowing you to always know your financial position and enabling you to make more informed financial decisions. We will do your bookkeeping on a daily, monthly, quarterly, or yearly basis, providing you with interim financial reports at your request.
Business Sales & Acquisitions
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Business Valuations
Business valuations are performed for many reasons, such as if you are thinking about buying or selling all or part of a business, divorce, obtaining financing, estate planning, and taxes. If you find that you are in need of an opinion regarding the estimated value of your ownership we can help.
Business & Personal Financial Statements
We can prepare compiled or reviewed personal financial statements to meet your needs.
Representations Before the IRS and Other Tax Agencies
We know the tax code, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
Accounting & Auditing
Well-organized and correct financial records help ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our staff can assist you with the day-to-day tasks associated with bookkeeping.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.
We also provide financial reporting on two levels of assurance:
- Review - some analytical procedures conducted with limited assurance.
- Compilation - based upon client information provided and used primarily for internal use.
Computer and Accounting Technology Consulting
We can help you determine which accounting software package will be the best fit for your company. We will research all options to obtain the best possible solution.
We can assist in the setup of QuickBooks for your company including customizing the chart of accounts to meet your needs. We can educate you or your employees on the usage of QuickBooks and troubleshoot any problems that might arise in the day-to-day operation of your QuickBooks system.
Other Services
- Loan Application Assistance
- Business Operating Efficiency Studies
- Eldercare Services