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As our client base has expanded, so has our wide range of services for individual and business clients.
We provide financial reporting, computerized payroll, and customized analysis capabilities were developed to provide clients with a competitive advantage in their particular field.
Our firm also provides insurance coverage for individuals and business entities, pension plan design and implementation (including all required legal reports), business brokerage services developed to help clients acquire or sell businesses and obtain financing for other business ventures, business valuation preparation, buy-sell agreements, and partnership agreements.
Even though our list of services is quite extensive, we pride ourselves on always providing our clients personalized quality service that is beyond comparison.
Simply select the icons to the right for a brief description of the services we provide. Please feel free to contact us to speak with a member of our staff about your specific needs.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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:
Business tax return preparation (Sales & Use/Business Property)
General ledger & financial statement preparation
Accounting system setup for new businesses
Bookkeeping (Monthly/Quarterly/Annual)
Computerized payroll services
Personal financial statements
Litigation support
A business can be profitable and still run into trouble due to cash flow issues.
We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
We can assist you in the preparation of your financial statements in accordance with professional standards, 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 for making financial decisions.
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 two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
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 a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
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 journals and actual use.
Our experienced staff can help you choose and implement the system that best fits your needs.
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative.
We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.
With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
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 useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.
Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Effective estate 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.
As you develop your investment strategy, we will act as your sounding board.
We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals.
Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Successful implementation and periodic review of your financial strategies will help ensure financial independence during your working years and through your retirement years.
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.
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.
As a business grows, it must hire more employees, which can result in 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.
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.
We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax planning and preparation form a winning combination for our successful individual and business clients.
Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Bring us your important documents to notarize.
Select the tax, accounting & financial needs you would like to discuss with us, and complete the form below.
Once received, we will contact you to schedule a meeting with one of our advisors.
