ACCOUNTING SERVICES:
We are committed to providing financial information to our clients in a timely and
accurate manner. Meaningful, well-organized financial records ensure that your business
operations will run more efficiently on a daily basis. We provide a full range of
cost effective accounting services including the following:
Personal financial statements
Accounting system setup for new businesses
General ledger & financial statement preparation
BOOKKEEPING SERVICES:
Meaningful, well-organized financial records ensure that your business operations
will run more efficiently on a daily basis and are the foundation of a successful
business. We will assist you with the day-to-day tasks associated with bookkeeping,
including but not limited to:
Bookkeeping (monthly/quarterly/annual)
Computerized payroll services
TAX SERVICES:
We provide our individual and business clients with the taxation expertise and knowledge
that they deserve throughout the year. We keep current on new tax laws and legislation
so we can identify key tax planning opportunities that minimize both your current
and future tax liabilities. Tax services offered include but are not limited to:
-
Tax planning & return preparation
for:
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gifts
- Not-for-profit organizations
- Tax effects of buying/selling a business
- Tax effects of buying/selling a home
- Electronic filing
- Locating tax refunds (IRS Where's My Refund?)
- Year round consultations
TAX PLANNING:
Tax planning is an essential element of the tax preparation process. Our experience
and access to the most current developments in tax law enable us to assist you in
developing business/personal tax planning strategies designed to minimize both your
current and future tax liabilities.
TAX PREPARATION:
Our experience and training
ensures you get the largest refund or pay the lowest tax. We do this by working
directly with you, providing relevant advice and valuable tax tips.
Our significant investment in computerized tax preparation 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.
We are able to prepare tax returns for all states. Authorized by
the IRS to E-File your Federal returns, we can have your refund deposited into your
bank account.
ESTATE & TRUST TAX PREPARATION:
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 business
affairs in order.
INVESTMENT STRATEGIES:
In interviewing and reviewing client data, we make suggestions to
improve or change the methods of investing to maximize assets while being consistent
with your goals and objectives.
IRS REPRESENTATION:
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:
Our firm can develop a payroll system and prepare all necessary payroll tax returns
in a timely manner. As a business grows, it must hire employees, which can result
in increased payroll administration. We can assist you in implementing controls
necessary to ensure a reliable, efficient, and effective payroll system, using both
"real time" and "after the fact" payroll.
We also offer direct deposit so your employees' monies can be deposited directly
into their bank accounts.
