Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws and
the difficulty of interpreting them, you need a tax advisor who
not only can ensure you have complied with the law, but
who can help you claim valuable deductions and credits you may
have never suspected. Our firm goes out of its way to reduce
the burden of paying taxes for all filers. We pledge not only
to prepare your tax returns in the best-informed, most ethical
manner possible, but also to work with you year-round as needed
to plan a strategy that will minimize your total tax burden. We
are qualified to prepare all federal, state and local tax
returns for individuals, corporations, partnerships and
fiduciaries.
Individual Taxes
We specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are entitled
to. We are always available to help you with your tax planning
needs to help you lower your taxes and avoid surprises during
the tax season. And in order to speed your refund, we can file
your return electronically to the IRS and any applicable
states.
Corporate Taxes
Careful tax planning is the most essential step in preparing
our clients’ income taxes, and by minimizing taxes we
strive to improve our clients' profitability. Whether you are a
large firm or small, established or start-up, we will find the
best possible strategies for reducing your tax liability within
the limits of the law
Estate, Gift And Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns. We endeavor at all times
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies. We are also available
to advise you in your estate planning needs, including business
succession plans and gifting strategies.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
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.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the next
logical step towards simplifying your business life. We provide
a comprehensive payroll service customized for your specific
needs—giving you flexible personalized service from our
knowledgeable staff. Our service includes check printing,
direct deposit of paychecks, electronic tax payments and tax
filings, complete compliance, and more. You will receive all
the payroll reports you need to run you business most
efficiently, and you will also get personalized professional
advice on all payroll matters for your firm.
Personal 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. We will help you determine your net worth and
plan a workable budget to meet your expenses. Our financial
planning services include investment counseling, retirement
planning, college funding, estate planning, and many more.
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
will help you compare the relative benefits of stocks, bonds,
and other retirement assets, and will explain the differences
between such retirement plans as standard IRAs, tax-deferred
annuities, and Roth IRAs. We can analyze your projected income
and expenses and suggest investment funding techniques to help
you ensure your golden years 10, 20, and even 50 years from now
live up to your expectations.
Software And Technology
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.
Internet Commerce
Our firm is well aware of the tax compliance and technological
challenges you face when you are considering Internet Commerce
ventures. We will be happy to help.
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.
Business Consulting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage your
business.
Employment Benefit Plans
Our firm can help you establish comprehensive employee benefit
plans and can review your existing plans for ERISA and tax
compliance. We can help you weigh the complex benefits and
costs posed by today’s qualified and nonqualified pension
and profit sharing plans, including 401(k), SEP, SEP IRA,
Keogh, life insurance, and health insurance plans.
Buying And Selling A Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial condition
of an acquisition candidate. If you are selling a business, we
can offer advice for obtaining the best possible sales price
and contract payout terms.
Management Consulting
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Cash Flow And Budgeting Analysis
We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow
sources and uses. We can assist you planning for capital
acquisitions including the tax consequences and benefits. Our
cash flow analysis can be a very important planning tool for
companies with seasonal ebbs and flows of sales.
Financial Statements
We prepare professional, GAAP-compliant financial statements as
well as tailor-made financial analyses that can help business
owners and managers eliminate inefficiency and realize a
business’s full profit potential.
Financial Forecast And Projections
We provide complete financial and business forecasting
services, including proforma projections. We can also create
customized “What If” planning scenarios to help
management foresee and plan for unexpected business
contingencies.
Business Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our firm
can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your
heirs and business associates will be well protected.