Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients 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. (Click Service Title For Details)
Accounting Services
Business Services/Financial Statement Preparation
We can work with your accounting staff to take your internally-prepared books and records, make the appropriate adjustments , and prepare financial statements that comply with standards established by the American Institute of CPAs. These statements also become useful tools to help you run a profitable business.
QuickBooks ProAdvisor Services
QuickBooks by Intuit is the most popular small business accounting program utilitzed by hundreds of thousands of users. We have aligned with Intuit to become QuickBooks Pro Advisors. We can install and train your bookkeeping staff to utilize the power of QuickBooks. Current users can send us their QuickBooks backup files for year-end adjustments and streamlined business tax preparation.
Consulting Services
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.
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.
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.
Personal Assistant
Too hectic to find the time to pay your bills timely ? Send your personal bills to our office, where we will prepare the checks and maintain your personal cash flow. Bank accounts will be reconciled monthly.
Personal Financial Statements
If you are refinancing, or attempting to obtain business financing, you may be required to prepare a personal financial statement. We can help you gather your information and prepare these statements for you.
Tax Services
Estate & Trust Tax Preparation
Once a trust is established, it may require an annual tax filing. We can analyze the trust documents and ensure that you are in compliance. In the case of the death of the surviving spouse or parent, an estate may be required to file a tax return if assets remain prior to distribution to heirs.
IRS Representation
Having been in the industry for over 35 years, we are experienced in dealing with IRS as relating to correspondence, telephone inquiry and examinations. In the case of a field examination, we would request that the audit take place in our offices, to eliminate any discomfort that IRS might come to your home or place of business.
Payroll Services
We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system or assist you with your use of QuickBooks or other payroll programs. In addition, we can provide assistance with your weekly or monthly payroll tax deposits, and prepare your quarterly and annual employment tax returns, including annual employee forms W-2 and subcontractor forms 1099 in a timely manner.
Sales Tax Services
Some of our clients are responsible for collecting and remitting sales tax to their state authorities. We can assist your company in the proper compilation of information and prepare the monthly, quarterly or annual sales tax returns in a timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. For personal returns, we can help you avoid any big surprises at the filing date by consulting with you during the year if there are any major changes in your tax situation, and by estimating your tax liability for the coming year.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
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