Accounting Services
Our Firm offers a complete range of accounting
services, including receivables, payables, and payroll
management. We prepare financial statements in accordance
with Generally Accepted Accounting Principles (GAAP) for use
by banks, investors, and other third parties. Our firm will
also prepare custom financial reports for internal,
managerial use.
Bookkeeping/Write-Up: Our firm provides
full-charge bookkeeping services, including general journal
and subsidiary ledger maintenance, bank statement
reconciliation, and receivables and payables tracking and
analysis.
Cash Flow & Budgeting Analysis: Our firm
offers expert cash flow and budgeting analyses that can help
you minimize cost overruns, lost purchase discounts, and
uncollectible receivables. Many of our clients state that
these value-added services are indispensable.
Financial Forecast and Projections: Our firm
provides 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: Our firm prepares
professional, GAAP-compliant financial statements as well as
tailor-made financial analyses that can help business owners
and managers eliminate inefficiency and realize a businesses
full profit potential.
Reviews and Compilations: Our firm offers
full Review and Compilation services for small to medium
sized firms.
Tax Services
Our firm offers a full range of tax
planning and compliance services. We will work with you
year-round if necessary in order to minimize your total tax
burden. Our firm also prepares all federal, state and local
tax returns for individuals and businesses.
Tax Planning: Our firm continuously monitors
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. Of course,
we offer full tax preparation and filing services.
Tax Preparation: Our firm offers
professional preparation of all federal, state, and local tax
returns at competitive, affordable rates.
IRS and State/Local Representation: Our firm
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 experienced in negotiating Offers in Compromise
with the IRS.
Sales Tax Services: Our firm prepares all
sales tax filings and offers full sales tax audit
representation.
Estate, Gift and Trust Tax Return
Preparation: Our firm provides expert preparation of
federal and state estate, gift, and trust tax returns.
Estate Planning:
Our firm offers 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.
Consulting Services
Our Company offers a wide range of
consulting services to help you improve business operations,
boost efficiency, and increase the bottom line.
Accounting Software Selection &
Implementation: Need help with accounting software
selection and implementation? Our firm will help you select
the software that's right for you and will teach you how to
use it effectively.
Business Succession Planning: Stop wondering
if and how your business will continue without you there. As
experts in business succession planning, 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.
Buying & Selling a Business: Our firm
advises 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.
Computer Consulting: You are ready to move
into the computer age, but you have fears of expensive,
unsuitable software, fourteen year-olds hacking into your
server, and systems crashing. We understand your fears and we
will work with you to setup an efficient, user-friendly
computer system. Our business-savvy computer technicians and
programmers can explain even the most advanced high-tech
concepts in plain English. Whether you want to set up a
computerized accounting system, a computer network, or even
an online web store, our firm can help.
Financial Planning
Our firm offers a complete array of
financial planning services and will work closely with you to
help you achieve your financial goals.
Investment Review: Our firm will perform a
custom portfolio analysis and review the risks and returns of
specific investments including stocks, bonds, REITs, and
limited partnerships. We will also determine an optimal asset
allocation for you by taking your unique personal and
financial goals and resources into account.
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.
IRA Rollovers: Please let us help if you
want to roll over your existing IRA. We can help you
determine the best fit for your investment needs and help you
with all the paperwork.