The major focus of our company deals with small business advising. We offer a number of services to small businesses, including:

Accounting Services
Audits, Reviews and Compilations
Financial Statements
Tax Services
Tax Planning & Preparation
Tax Representation
Payroll Services
Estate, Trust and Gift Tax Preparation
Consulting Services
Accounting software selection and implementation
Business entity selection
Business valuations
Buying and selling a business
Computer consulting
Retirement planning


Accounting Services [ top ]

Providing financial information to our clients in a timely 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. Our firm provides a full range of cost effective accounting services including the following:

General ledger and financial statement preparation
Bookkeeping (Monthly/Quarterly/Annual)
Accounting system setup for new businesses
Computerized payroll services
Business tax return preparation
Personal financial statements


Audits, Reviews and Compilations [ top ]

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 all three levels of assurance:

Audit - an intensive examination with the highest level of assurance
Review - some analytical procedures conducted with limited assurance
Compilation - based upon client information provided and used primarily for internal use.


Financial Statements [ top ]

We can assist you in the preparation of your financial statements in accordance with professional standard, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management in making financial decisions.


Tax Services
[ top ]

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 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 and return preparation for:

Individuals
Corporations
Partnerships, LLCs and LLPs
Estates, Trusts and Gift
Not-for-profit organizations
Taxing authority representation
Tax effects of buying/selling a business


Tax Planning & Preparation [ top ]

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or have a business, our staff can develop tax strategies that take advantage of news tax laws and legislation.


Tax Representation [ top ]

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.

Payroll Services [ top ]

As a business grows, it must hire more employees, which can result in an 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 and prepare all necessary payroll tax returns in a timely manner.


Estate, Trust and Gift Tax Preparation [ top ]

Effective estate and gift 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.


Consulting Services [ top ]

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 an outside controller for management, we provide flexible strategies that address the issues affecting your business. The following are a few areas we provide consulting services:

Accounting software selection and implementation
Business entity selection
Business valuations
Buying/selling a business
Computer consulting
Retirement planning


Accounting software selection and implementation [ top ]

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 magazines and actual use. Our staff can help you choose and implement the system that best fits your needs.


Business entity selection [ top ]

Choosing the form of entity of your business (i.e. "S" Corporation, LLC) is a crucial decision that can have longstanding tax implications, both positive and negative. We can assist you in evaluating the pros and cons of each entity type to help determine the most advantageous form of business for your company.


Business valuations [ top ]

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide a useful and objective analysis to assist you in the valuation of any business in which you have an interest.


Buying and selling a business [ top ]

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


Computer consulting [ top ]

Whether you are contemplating the addition of new computer hardware or overhauling your network, our staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.


Retirement planning [ top ]

Qualifies retirement plans (i.e. SIMPLE, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our staff can assist you in evaluating the type of retirement plan that will best serve the future needs of you and your employees.

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