Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly study your personal situation, and will tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. It is crucial to choose the right solution that will meet the needs of your business while also providing a necessary level of security.

We can analyze the nature of your business and financial transactions, current technology, future plans, and emerging needs to identify and implement a software solution that is flexible for you.

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Bookkeeping

To outweigh the cost of maintaining your own accounting records, we can provide comprehensive bookkeeping and write-up services. This helps to ensure the smooth operation of the financial side of your business. As your business needs change, we can provide input and assistance to ensure that your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary  acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The form of business entity (LLP, LLC, sole proprietorship, partnership, corporation, etc.) that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. Later, as your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, more complex ,and potentially business-altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including: valuing the business, vetting potential buyers, developing negotiation and financing strategies, and supporting due diligence.

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Estate & Trust Tax Preparation

Estate matters affect everyone.  By taking proactive steps today, you can ease the way for your heirs during a difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.  We are available to handle all estate and trust tax-related matters.

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Financial Analysis

When a business can undertake strong financial analysis, it opens up new opportunities to improve management and planning. Financial analysis provides the numbers to support or reject a course of action. Prospective analysis can show how situations may evolve under various scenarios.

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Financial Statement Preparation

The financial statements are an important tool for management decision-making. Financial statements also represent your business to lenders, partners, potential buyers and other parties. We will work closely with your key staff to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have years of experience in dealing with tax matters and IRS audit procedures. This will ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Management Advisory Services focus on improving the efficiency and effectiveness of your business operations. We can provide support in business planning, mergers, acquisitions, and other support.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.

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Payroll Services

Constantly changing federal, state and local regulations make payroll management an ongoing challenge for business owners. Our professionals are well-versed on these laws. We can proactively alert you to material changes that will affect your business and your employees, while keeping payroll running smoothly no matter the company size.

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Retirement Planning

Retirement planning is critical. Whether you are developing a retirement plan for yourself or choosing one to offer to your employees, we can help you evaluate the options. We can help you make the choice that is appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities look to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. We can also perform “Reverse Audits” (especially for manufacturers) to ensure you aren’t paying too much sales tax, and claim any possible refunds.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you manage both your personal and your business tax issues, including potential opportunities. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest tax developments affect you and your business. Also, we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!

(262)-798-1220