SERVICES
TAX PREPARATION, CONSULTING AND PLANNING
Tax laws can change dramatically from year-to-year. Our team anticipates the changes and will assist you to plan accordingly. We will analyze your needs and create strategies to maximize your tax situation. Our firm has experience with business and personal multistate tax preparation, real estate transfer, capital gains and all payroll related taxes. We provide individualized consulting and planning based on your life needs. We focus on the big picture while taking your goals into account.
CLIENT ACCOUNTING SERVICES
Our firm works with over 700 small businesses (including sole-proprietors) and in all industries. We have worked with many clients for over 30 years to our newer companies who are just starting to build their business. Not only can our tax and accounting service team find a solution that works for your busy lifestyle but we have the ability to centralize all your accounting needs within one firm. Our team can offer consulting and planning from day to day transactional accounting to high level expertise about business decisions.
We offer personalized accounting services ranging from weekly, monthly, quarterly bookkeeping to year-end preparation of W-3/W-2 and Forms 1096/1099.
Our payroll team supports a wide range of pay types and schedules, including direct deposit, tax filings, complete compliance and more. Most tax payments are pre-funded in conjunction with each payroll run. We handle compliance reporting and you will have on-demand access to the reports you need to run your business efficiently.
CONSULTING
We are able to provide strategic planning on matters ranging from business acquisitions to retirement and college cost planning. We enjoy brainstorming to find the best opportunity or solution. We will assist you in consolidating the information on any of the following topics so that you can have a manageable discussion and plan of action.
Borrowing requests and negotiation
Business sales and purchases
Business valuations
Real estate investment
Budgeting
Business planning
Chart of Account Setup
On demand controllership
Personal financial planning
Expert witness support for attorneys
Financial aspects of marriage and divorce
Accounting personnel recruitment
Appeal and Audit representation
FINANCIAL STATEMENT REPORTS
Stockholders, creditors and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Our firm provides Review and Compilation assurance and will assist you in selecting the correct type of reporting for your needs. We will work with you to understand each type of report and help you choose the most appropriate one for your needs.