Services
Our firm offers a
diverse and comprehensive array of technical expertise to
our individual and business clients, and as a local firm,
our focus is on providing personalized, quality service to
our clients.
We believe in the value
of relationships. We view every client relationship like a
partnership, and truly believe that our success is a result
of your success.
We are committed to
providing close, personal attention to our clients. We take
pride in giving you the assurance that the personal
assistance you receive comes from years of advanced
training, technical experience and financial acumen. Our
continual investment of time and resources in professional
continuing education, state-of-the-art computer technology
and extensive business relationships is indicative of our
commitment to excellence
Providing financial information to our clients
in a timely and accurate manner is a commitment
that we feel can-not 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, but not limited to, the
following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales &
Use/Business Property)
*Personal financial statements
*Litigation support
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 all three levels
of assurance:
*Audit- an intensive examination with the
highest level of assurance
*Review - some analytical procedures conducted
with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
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. Our
qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
We can assist you in the preparation of your
financial statements in accordance with
professional standards set forth by the American
Institute of Certified Public Accountants.
Financial Statements are useful for making
proper financial decisions, obtaining bank
loans, and providing information supporting
business income tax returns.
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.
Pending or
existing litigation can result in the need for a
qualified professional to present his/her
opinion to support or oppose evidence submitted
to the court. Our level of competence and
experience allows us the opportunity to function
as expert witnesses in such cases.
Litigation
support involves the quantification of economic
damages pursuant to existing or pending
litigation using accounting and auditing
techniques. We have experienced competent staff
who can compile information efficiently to
assist in the calculation and documentation of
any potential economic loss or damages.
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*Divorce and support issues
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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.
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.
We prefer to take a proactive vs.
reactive approach to tax services. By
keeping current on new tax laws and
legislation, we are in a position to
identify key tax planning opportunities
that minimize both your current and
future tax liabilities. We provide our
individual and business clients with the
taxation expertise and knowledge that
they deserve throughout the year. Tax
services offered include but are not
limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a
business
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.
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.
Choosing the form of entity of your
business (e.g. "S" corporation, sole
proprietor, limited liability company…)
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.
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*Buying/selling a business
*Estate, trust & gift planning
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Asset protection, or wealth
preservation plans make the
enforcement of judgements
against protected assets nearly
impossible and allows the owner
of protected assets to retain
substantial control over these
assets. Our firm can assist you
with an asset protection plan
that may include family limited
partnerships, or offshore
trusts.
We use accounting and auditing
skills to provide an analysis of
financial records in conjunction
with dispute resolutions, as
well as fraud and theft
investigation. Our damage
measurement methods can
determine the extent of
financial loss and illegal
accounting practices.
Forecasting is a necessity when
trying to effectively manage and
lead a business to
profitability. From simple
projections to complex financial
modeling, our experienced staff
can assist you in achieving your
company's financial goals.
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 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. The following is just
a few of the areas in which we
provide consulting services:
*Accounting software selection
and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement
decisions
*Estate, trust & gift planning
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.
Business Valuations
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.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Even the most qualified managers
can benefit from competent,
objective feedback. We can help
your company's management team
develop long-term
objectives
and specific strategies to
facilitate your company's future
growth and success.
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Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.
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 plan will
ensure financial
independence during your
working years and
through your retirement
years.
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.
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.
Debt management and the
evaluation of financing
options are issues that
an experienced
professional deals with
every day. Let us use
our experience to assist
you in securing
financing for your
personal or business
needs or consolidating
your current debt to a
more manageable level.
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