Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Whether you need quality financial planning, tax preparation, or small business services, we’ll thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Planning & Preparation

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, and estate planning. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible.

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Business Entity Selection

A business entity is a grouping of real estate objects, such as multiple rental properties. Organizing the hierarchy within your business entity is imperative to running a successful business.

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Audits, Reviews, and Compilations

Our team is qualified to inspect, correct, and verify the accuracy of business accounts. In addition to audits, we can compile and maintain your tax records in-house.

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Accounting Software Selection & Implementation

With the vast amount of accounting software available today, it is important to find a program that is reputable and appropriate for your business. Our staff has experience with multiple types of software, and can recommend a suitable program for your accounting needs.

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Payroll Services

Payroll management can be difficult for business owners, as there are many laws and regulations to consider. In addition, when your business size increases, so does your payroll administration. Our firm is experienced with both payroll preparation and implementation.

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Management Advisory Services

Management Advisory Services include computer installation and use, marketing, and financial planning. We can improve your business’s efficiency and effectiveness.

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Estate & Trust Tax Preparation

Estate planning is the process of anticipating and arranging for the disposal of an estate. Some steps in this process include the development of a will, beneficiaries, and powers of attorney. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

IRS audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities.

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Bookkeeping/Write-Up

Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. Our well-rounded accounting professional team will provide accurate, well-organized financial records to ensure that your business runs successfully.

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Sales Tax Services

Many businesses are responsible for sales taxes. We can assist your company with the preparation of sales tax returns in an efficient and timely manner.

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Business Consulting

Whether you need assistance with estate planning, business entity selection, or bookkeeping, our team of experienced professionals will be able to handle your accounting needs.

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Pension & Profit Sharing Plans

Profit sharing compensation can be stocks, bonds, or cash, and can be immediate or deferred until retirement.If your business practices profit sharing, it is important to keep detailed and accurate financial records in order to maintain minimal tax liability.

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Retirement Planning

There are many different types of retirement plans available, including an Individual Retirement Account (IRA) and a 401(k) plan. Most plans have different rules and guidelines, including details such as when the money can be withdrawn. For this reason, it is important to enlist a professional tax accountant. Our staff can assist you with your retirement planning needs.

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Investment Review

The practice of investing is to commit money or capital in order to gain a financial return. Investing can be a long and difficult process, with many factors that need to be considered before making a decision. Our team of financial professionals can assist you with this complex process.

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Financial Statements

A financial statement is a formal record of the financial activities of a business, person, or other entity. Financial statements go hand in hand with other bookkeeping practices.

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Buying or Selling a Business

Entrepreneurship is a risky business. There are many factors to consider before making an educated decision. If you are trying to sell your business, it is important to be smart about how you make your exit. Our staff will assist you with all facets of business buying and selling to ensure minimal financial liability.

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Notary Public

The job of a notary is to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. We provide virtually any type of notary service.

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Financial Analysis

Financial statements are prepared to meet external reporting obligations and also for decision making purposes. They play a dominant role in setting the framework of managerial decisions. Our team of professionals can interpret your financial data in order to minimize financial liability.

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Pension Plan Rollovers

A pension plan rollover is the reinvestment of a lump-sum pension payout into an individual retirement account. This is usually done to defer taxes, and can be considered an alternative to paying taxes on a lump-sum payout. Our staff can help you with this complex process.

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Real Estate Purchasing and Listing Consulting

Buying or selling real estate is a long process, and having an accounting representative to assist you is the best way to ensure the process goes smoothly.

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Call today to schedule an appointment!

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