We offer a wide range of services to our individual and business clients. We are a small firm and our clients benefit by getting personalized service. Below we have listed the services that we offer to our clients along with a brief description.
The list below is by no means all-inclusive. Feel free to inquire about a service if you do not see it listed. If we do not provide the service, we will refer you to a qualified professional.
Accounting Services
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We provide a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping services
*Accounting system setup for new businesses
*Payroll tax services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
Reviews & Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - analytical procedures are conducted; limited assurance of conformity with generally accepted accounting principals is expressed in the certified public accountant's report
*Compilation - based upon client information provided; no opinion is expressed and no assurance of any kind is given in the certified public accountant's report
Tax Services
Tax Services
We prefer to take a proactive vs. reactive 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 (Limited Liablity Companies and Limited Liablity Partnerships)
- Fiduciary (Estate and Trust) income taxes
- Estate and gift taxation for transfers at death (estates) and while living (gifts)
- Employee benefit plans
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Consulting Services
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting the right one has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. We 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. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Consulting Services
Our clients gauge our worth by our effect on their personal and business success. 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:
*Cash flow forecasting
*Type of entity selection
*Assistance in business valuations
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
*Litigation support