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Accounting Software Selection & Implementation
We have over twenty five years of experience in matching your needs with the right software.
Asset Protection
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate. In addition, we will review how your assets are titled and suggest some creditor proofing strategies that meet your specific needs.
Bookkeeping/Write-Up
We provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Business Plan Preparation
We will prepare a custom business plan suitable for multiple purposes including strategic planning and capitalization of your business
Business Succession Planning
Stop wondering if and how your business will continue without you there. Our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Business Valuations
We provide comprehensive, yet cost-effective business valuation services, quickly and efficiently.
Buying & Selling a Business
We advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
Cash Flow & Budgeting Analysis
We offer cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Compilation & Review Services
We provide professional compilation, and review services to businesses of all sizes. We can quickly compile your financial records into meaningful Generally accept accounting principles, (GAAP) compliant financial statements, and offer limited-scope review testing.
Employment Benefit Plans
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance.
Estate Planning
We offer estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Estate, Gift and Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift, and trust tax returns.
Financial Forecast and Projections
We provide complete financial and business forecasting services, including proforma projections. We will also customize "What If" planning scenarios to help management foresee and plan for unexpected business contingencies.
Financial Statements
We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a the full profit potential of your business.
Financing
We are available to assist you in obtaining financing or refinancing for your business from traditional lending sources and alternative sources such as venture capitalists.
Forming a New Business
We can assist you in determining what the right form of business is for you. In today's world, the complexity of whether to be a sole proprietor, a partnership, a limited liability partnership, a corporation, an S corporation, or a limited liability company can be overwhelming. We can help by determining what your specific needs are and recommending the best choice for you.
Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement and systems to detect and deter fraudulent activity.
Income Tax Planning
We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
Income Tax Preparation
We offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
IRS and State/Local Representation
We knows the tax laws, 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. We are also very experienced in negotiating Offers in Compromise with the IRS.
Management Advisory Services
We offer complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Payroll Services
We offer complete payroll tax reporting services. We prepare all federal and state returns.
Pension & Profit Sharing Plans
We will work with you to custom tailor a retirement plan that is right for your needs, taking into consideration your present and future tax situation, and retirement objectives.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Sales Tax Services
We prepare all sales tax filings and offers full sales tax audit representation.
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