Weprovide a broad range of services to help clients secure a soundfinancial future. In addition to the core services listed below, weprovide customized services to address our clients in themanufacturing, service and not-for-profit industries. Ourservices are very comprehensive. Call for a free evaluation of yourtax, accounting and general business needs. Compare the differencebetween what you're presently doing and what we can do for you. Theseare some of the standard services we provide.
Proactive Tax Planning Thebest time to save money on your taxes is four to sixteen months beforethey are due, and this requires expert planning. We provide one-on-onepro-active tax counsel to meet your unique personal and business needs.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 businesstransactions; Executive compensation planning; Money-savingself-employment and payroll strategies; Successful retirement andestate planning.
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Tax Return Preparation Weprovide accurate, timely, year-end tax returns, utilizing thepro-active tax strategies described above. We provide returns forindividuals, partnerships, trusts, estates, LLC's, LLP's,S-corporations, and C-corporations.
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IRS Audit Representation Asa valued client we will be available to you in dealing with the IRS andother taxing authorities. We will represent you and assist you inpreparing for audits and appeals conferences. We also provide expertcounseling on technical tax issues, penalty assessments andnegotiations to resolve payment of tax deficiencies.
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Reviewed or Compiled Financial Statements We can provide in depth financial statements for grants, large loans, or management decision making.
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Business Planning Establishingshort-term and long-term goals and effective methods of achieving themis essential to successful business management. Our Firm can assist youin developing a comprehensive business plan that will help you identifyand achieve your goals.
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Financial Planning For Business Owners Aspersonal financial planning advisors, we help business owners make theright financial planning decisions by analyzing their overall financialand tax situations, helping them devise estate plans and plans forretirement, and assisting them in risk management, insurance planning,and developing investment philosophy, among other things.
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Small Business Accounting Services Weoffer the full range of other accounting services to help keep yourbusiness running smoothly. Our bookkeeping services include MonthlyOperating Statements, Bank Reconciliations, Payroll, Audit Trails,Balance Sheet, Financial Graphs and Budgets. We realize that most smallbusinesses can not afford a full-time accountant but still need theexpertise at times. We are there when you need us!
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Monthly Operating Statements Thesegive you a monthly look at where you stand so you can act on a problemor seize an opportunity before it's too late. Every month we look atyour financial picture so we can alert you to those areas that needyour attention. Watching your bottom line can often help improve it.
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Bank Reconciliations Weprove out your bank balance every month and advise you of any bankcharges, bank errors or arithmetic mistakes on your part so you knowexactly how much cash is available for spending.
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Payroll and Tax Preparation Payrollrecords on each and every employee are required by law and help us toprepare your payroll tax returns. We will also prepare your payrollchecks and tax deposits to save you time to accomplish other businessfunctions.
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Business Formation Includingstart-up, expansion and sale of a business. Many important decisionsand financial commitments are involved in starting a new business orselling an old one. The tax effects can be dramatic without carefulconsideration and thoughtful planning.
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Personal Financial Planning Wework with our clients in the areas of investment strategies, taxplanning, risk management and asset preservation to maximize growth butlimit tax consequences. We ask the question "Where do you want to befinancially"? And then review their retirement, business, education andother needs to be certain their goals are attainable.
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Not-For-Profit Organizations Thefirm has extensive experience in the area of Not-For-Profitorganizations including filing for exempt status, meeting Federalreporting guidelines, developing and implementing fund accountingsystems and creation and use of budgets.
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Research Services Tomeet the needs of clients and business associates for timely businessinformation, we supply a variety of customized research services.Business analyses, industry forecasts, company profiles are examples ofjust some the information resources available.
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Consulting Services Ourmost important goal is to assist you and your company in increasingafter-tax profitability. The close working relationship we share withour clients gives us a better understanding of their overall financialgoals. We offer a broad array of valuable consulting servicesincluding: cash management, risk management (insurance), financing,business valuation, compensation and benefit plans, computer-basedaccounting systems, succession planning for family-owned businesses,mergers and acquisitions, health care, compliance with governmentregulations, litigation support, software evaluation and setups.
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Internal Controls Review OurFirm will help you protect your assets by analyzing and improving yourexisting internal control systems. We are available to identify areasof vulnerability and recommend long-term solutions.
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Organizational Consulting OurFirm can provide expert advisory services to assist you with suchissues as organizational structure, job descriptions, performanceappraisal, teambuilding, communications, and other human resourceconcerns.
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Diagnostic Review Interestedin achieving more efficient and profitable operations? Have our teamperform a diagnostic review of your business operations to pinpointthose areas where efficiency and profitability can be enhanced.
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Banking Relationships OurFirm can provide valuable assistance in establishing, maintaining orexpanding current banking relationships. We assist you toprofessionally organize and prepare your all-important banking proposal.
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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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Business Valuations Whenyour company is involved in a merger, business start-up, acquisition orliquidation, it is important that your accounting firm provide expertadvice in properly structuring the transition. We have extensiveexperience in handling business transactions that can affect yourcompany's profitability. In addition, we act as independentconsultants, offering you objective assistance to establish methods ofbusiness valuation and to perform due diligence.
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Information Technology Services Ourcomputer technology consulting services address the full spectrum ofthe computerized accounting packages, including application softwareselection and installation, operations reviews, staff training andevaluation of day-to-day operating practices.
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Executive Searches Wewill serve as an autonomous third party to help you interview andscreen qualified candidates for key positions in your company, whilemaintaining the highest level of confidentiality.
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