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Accounting & Auditing Business Valuation Tax General Business Other Services Computer Consulting
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
Audits, Reviews
and Compilations
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.
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.
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 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.
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.
Financial Forecasts & Projections
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.
Cash Flow & Budgeting Analysis
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.
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.
Pension & Profit Sharing Plans
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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