Services Offered

Our firm offers a wide range of services to our clients. Because of our size, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services Check Writing/Bill Paying Bookkeeping/Write-Up Financial Statements     Reviews     Compilations Financial Forecasts & Projections Tax Services Tax Planning & Preparation

IRS Representation Consulting Services Accounting Software     Selection & Implementation Buying & Selling a Business Estate Planning Business Entity Selection Other Services

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. Our firm provides a full range of cost effective accounting services including the following:

• Financial statement preparation



• Bookkeeping (Monthly/Quarterly/Annual)



• Accounting system setup for new businesses



• Computerized payroll services



• Business tax return preparation (Sales & Use/Business Property)



• Personal financial statements



• Litigation support

Check Writing/BillPaying
Our firm can help manage your cash by writing checks, paying bills and preparing monthly bank reconciliations.

Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and maintaining an accurate and up to date set of accounting records.

Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements can be a useful tool to management for making financial decisions.

• Review - some analytical procedures conducted with limited assurance



• Compilation - based upon client information provided and used primarily for internal use

Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Tax Services
We prefer to take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation



• Individuals



• Corporations



• Partnerships



• LLCs/LLPs



• Estates, trusts & gift



• Not-for-profit organizations



• Representation before tax agencies



• Divorce and support issues



• Tax effects of buying/selling a business

Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning
• Succession planning
• Capital structure
• Business finance
• Transactional analysis
• Start up services
• Business consulting
• Exit strategy
• Executive compensation
• Retirement planning

Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

~ Back to top ~