Our Services
The firms primary services include accounting, taxation, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients. We serve a wide range of individuals, corporations, partnerships, and are experts in the accounting issues and tax laws that impact our clients.
Accounting Software Selection &
Implementation
Need help with accounting software selection and
implementation? Our firm will help you select the software that's right for you
and will teach you how to use it effectively
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.
Tax Services
Our firm offers a
full range of tax planning and compliance services. We will work with you
year-round if necessary in order to minimize your total tax burden. Our firm
also prepares all federal, state and local tax returns for individuals and
businesses.
Tax Planning
Our firm
continuously monitors federal, state, and local tax law changes to allow its
clients to minimize current and future tax liabilities. If necessary, we can
implement tailor-made due-date tax compliance monitoring systems to prevent
costly interest and penalty assessments attributable to late filing. Of course,
we offer full tax preparation and filing services.
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.
Benefit Plan Services
Our firm
can help your firm weigh the complex benefits and costs posed by todays
qualified and nonqualified pension and profit sharing plans, including 401(k),
SEP, SEP IRA, Keogh, life insurance and health insurance plans
Computer Consulting
You are
ready to move into the computer age, but you have fears of expensive, unsuitable
software, fourteen year-olds hacking into your server, and systems crashing. We
understand your fears and we will work with you to setup an efficient,
user-friendly computer system. Our business-savvy computer technicians and
programmers can explain even the most advanced high-tech concepts in plain
English. Whether you want to set up a computerized accounting system, a computer
network, or even an online web store, our firm can help.
Cash Flow & 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.
Tax Preparation
Our firm
offers professional preparation of all federal, state, and local tax returns at
competitive, affordable rates.
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.
Financial Forecast and
Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also customize -What If-
planning scenarios to help management foresee and plan for unexpected business
contingencies.
Debt & Financial
Services
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and repackaging.
Estate Planning
Our firm
offers estate planning services so you can minimize both federal and state
estate tax liabilities. We will endeavor to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax levies.
Financial Statements
Our firm
prepares professional, GAAP-compliant financial statements as well as
tailor-made financial analyses that can help business owners and managers
eliminate inefficiency and realize a businesss full profit potential.
Estate, Gift and Trust Tax Return
Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Reviews and Compilations
Our
firm offers full Review and Compilation services for small to medium sized
firms.
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.
Investment Review
Our firm
will perform a custom portfolio analysis and review the risks and returns of
specific investments including stocks, bonds, REITs, and limited partnerships.
We will also determine an optimal asset allocation for you by taking your unique
personal and financial goals and resources into account.
Management Advisory
Services
Our firm offers complete management advisory services, including
systems implementation and management, cost controls, employee benefit plan
restructuring, and much more.
Pension & Profit Sharing
Plans
Would you like help setting up a pension or profit sharing plan?
Talk to us!
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 can analyze your projected income and expenses and
suggest investment funding techniques to help you make sure that your golden
years 10, 20, and even 50 years from now live up to your expectations.