Our many years of experience and staff expertise enables us to accurately and efficiently prepare returns for entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax planning is a critical part of the tax preparation process. Our expertise in tax and monitoring of current tax law changes allow us to help you tax plan and minimize your tax liability.
Being properly represented before federal and state tax agencies is critical in resolving tax issues. Our firm can help when if the situation arrives and you need representation with either federal or state agencies.
Well-organized financial records are the cornerstone to a successful business. Our firm offers on-site and off-site bookkeeping services as well as bookkeeping consulting services to help your business operations run smoothly.
Certified QuickBooks Pro Advisor ®
As a Certified QuickBooks Pro Advisor ®, we can assist you in your QuickBooks ® Setup, Training, and Reporting.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system that works for you; whether that be hiring a payroll company, doing payroll yourself or having our firm prepare your payroll.
Payroll Tax Services
Our firm can help you pay monthly and quarterly payroll taxes as well as prepare all necessary payroll tax returns in a timely manner.
Sales Tax / Meals Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Accounting Software Selection & Implementation
Let our firm assist you in choosing and implementation the accounting software package that best meets your company’s needs. Our staff has worked with many different programs and can help you navigate the sea of available packages.
Business Entity Selection
Entity Selection (i.e. – corporation, “s” corporation, LLC, sole proprietor) is an important decision when starting a business. Our firm can assist you in evaluating the tax implications of each entity type and help you decide which is the correct one for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. We work with outside professionals who specialize in these areas.
Our firm has the expertise to guide you through the process of getting your financial affairs in order. Estate planning gives peace of mind for your surviving spouse helps with the transfer of assets to your beneficiaries and sets forth a plan for the transfer of your business or other assets. For business owners, a solid estate plan allows for ease in business transition. We work with outside professionals who specialize in these areas.
By assessing your financial needs and goals, our firm can help you build a financial plan that enable you to weather financial challenges and strengthen your financial security.
We can help you plan for financial independence through retirement years by reviewing your financial plan and helping you to implement necessary modifications to the plan.
Cash Flow & Budgeting Analysis
Evaluating a company’s financial condition, tracking cash-flow and analyzing financial requirement, are important in maintaining consistent cash flow. Our firm expertise allows us to evaluate your cash flow and help your company plan accurately.