We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Accounting Services Reviews and Compilation Assurance and Advisory Services IRS Representation Bookkeeping Financial and Retirement Planning Payroll Services Estate and Trust Planning and Tax Preparation Litigation Support and Forensic Accounting Accounting Software Selection, Implementation, and Support Employee Benefits, Pension, and Profit-Sharing Plans Entity Selection and Restructuring Cash Flow and Budgeting Analysis Debt and Financing Advising Financial Projections and Forecasts Mergers, Acquisitions, and Sales Tax Management Services We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. Accounting Services From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to: - General ledger and financial statement preparation - Bookkeeping assistance - Accounting system setup and support - Payroll assistance - Cash flow budgeting and forecasting - Personal financial statements - Employee benefit and profit-sharing plans - Tax planning and return preparation for any business entity - Litigation support Reviews and Compilation Our financial statement services comprise two levels of assurance depending on your company’s needs. - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. - Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records. Assurance and Advisory Services We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. These services include but are not limited to: - Reviews and compilations - Entity selection and restructuring - Accounting software selection, implementation, and support - Financial projections and forecasts - Debt and finances advising - Mergers and acquisitions - Transaction structuring and negotiations - Business succession IRS Representation Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. Bookkeeping Accurate record-keeping is essential to a successful business, yet can also be complicated and time consuming. We can help you with the organization and establishment of a good bookkeeping system so that you can focus on your core business. Our primary area of expertise is with QuickBooks Pro. Financial and Retirement Planning Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. Payroll Services Our services can help you reduce the time spent on administration through developing and implementing a computerized payroll system or referring you to a competent outside service that will facilitate processing, timely payment and preparation of tax returns. Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Litigation Support and Forensic Accounting Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Accounting Software Selection, Implementation, and Support Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience will allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes. Employee Benefits, Pension, and Profit-Sharing Plans Choosing and administering benefit plans for your employees is often a complex process. We can assist you in the process or refer you to a competent outside service to develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages. Entity Selection and Restructuring Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. Cash Flow and Budgeting Analysis Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Debt and Financing Advising Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications. Financial Projections and Forecasts No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Mergers, Acquisitions, and Sales Business transactions and transitions are complicated affairs, and whether you are buying, selling, or considering a potential merger, we can assist you to successfully structure and negotiate the deal.