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Individual & Business |
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Accounting Services |
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Estate and Trust Planning and Tax Preparation |
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Bookkeeping/Write-up |
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Payroll Services |
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Debt and Finance Advising |
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Litigation Support and Forensic Accounting |
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IRS Representation |
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Mergers, Acquisitions, and Sales |
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Entity Selection and Restructuring |
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Accounting Software Selection, Implementation, and Support |
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Computer Consulting |
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Cash Flow and Budgeting Analysis |
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Individual & Business |
| We guide our clients through a full
range of tax planning and preparation decisions with strategies that minimize your tax
liabilities. Our expertise, experience, analysis and thorough research allow us to optimize
financial opportunities to be found in existing as well as recently altered tax laws. |
Accounting Services |
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Our accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Litigation support
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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. |
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. |
Payroll Services |
| We offer a complete payroll service comparable to national payroll service companies. The difference being that you will be speaking to a knowledgeable staff member assigned to your account. Our payroll services can help you reduce the time spent on administration and worry, it also gives you the freedom to create your payroll from any place simply by giving us a call. |
Debt and Finance Advising |
| Whether your needs are corporate or personal, our
professionals can assist you in sorting out the different options available for debt management
and financing that will result in optimal tax implications. |
Litigation Support and Forensic Accounting |
| Our litigation support and forensic accounting services
can be employed in a wide range of situations, including commercial litigation, financial investigations,
business valuations, business and marital dissolutions, and bankruptcies. These services can involve
quantification of economic loss or damages, analysis of financial records, and fraud and
theft investigation. |
IRS Representation |
| Professional representation can be vital during an audit or IRS negotiation,and our experience with tax authorities enables us to guide clients in their dealings with federal
and state agencies. |
Mergers, Acquisitions, and Sales |
| Business transactions and transitions are complicated
affairs, and whether you’re buying, selling, or considering a potential merger, we can provide
professional know-how to help you successfully structure and negotiate the deal. We employ careful
analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures,
evaluate financial and cash flow impact, and assess compatible business functions and tactics. |
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. |
Computer Consulting |
| As technologies advance rapidly, companies increasingly
need to update their computer systems. We can audit your system competencies and gauge upgrade needs as
well as provide support in choosing and implementing new hardware or network systems. |
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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