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Services
Individual Taxes
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
Corporate Taxes
Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
Estate, Gift And Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.
IRS And State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Payroll Services
Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step towards simplifying your business life. We provide a comprehensive payroll service customized for your specific needs—giving you flexible personalized service from our knowledgeable staff. Our service includes check printing, direct deposit of paychecks, electronic tax payments and tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.
Personal Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more.
Mortgages
We all know how critical the housing crisis has become. We’ll help you determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we’ll discuss options such as using a reverse mortgage as a source of income.
Investment Review
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals, time horizon, and risk tolerance into account.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.
Estate Planning
We offer estate planning services to help you minimize federal and state estate tax liabilities, and to determine if you will have a deficit or surplus of assets after taxes and settlement costs have been resolved. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Accounting And Auditing
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Bookkeeping/Write-up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow And Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Compilation, Review, And Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
Business Consulting
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.
Incorporation And New Business Analysis
Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.
Cash Flow And Budgeting Analysis
We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.
Financial Statements
We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business’s full profit potential.
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